Rothwell Investment Advisors, LLC’s State Street SPDR S&P Global Infrastructure ETF GII Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio GII Stock Details GII Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$14.6K	Buy	+209	New	+$15.6K	0.01%	691

Other funds holding GII

Wealth Architects Mountain View, California $1.27B AUM 24.8% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Tower Trust & Investment Company Davenport, Iowa $174M AUM 24.85% 1-Year Est. Return

Warren Street Wealth Advisors Newport Beach, California $510M AUM 20.51% 1-Year Est. Return

Baker Avenue Asset Management San Francisco, California $5.35B AUM 26.77% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

IAA

Ironsides Asset Advisors Rocky Mount, North Carolina $414M AUM 4.78% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Naples Global Advisors Naples, Florida $1.59B AUM 35.06% 1-Year Est. Return

Rothwell Investment Advisors, LLC's GII Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in State Street SPDR S&P Global Infrastructure ETF (GII) in Q3 2026: 209 shares worth $14.6K. The stake represents 0.01% of the portfolio and ranks #691 among its holdings.

59 funds tracked by Wall St. Rank hold GII as of Q3 2026.

Rothwell Investment Advisors, LLC held 209 shares of State Street SPDR S&P Global Infrastructure ETF worth $14.6K as of Q3 2026.
State Street SPDR S&P Global Infrastructure ETF was a new Rothwell Investment Advisors, LLC position in Q3 2026.
State Street SPDR S&P Global Infrastructure ETF made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #691 holding.
59 funds tracked by Wall St. Rank held State Street SPDR S&P Global Infrastructure ETF as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.