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Angeles Wealth Management’s State Street SPDR S&P Global Infrastructure ETF GII Stock Holding History

Angeles Wealth Management’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
2025
Q4 		– Sell
-209
Closed -$14.5K – 477
2025
Q3 		$14.5K Buy
+209
New +$14.3K ﹤0.01% 396

Other funds holding GII

WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Hills Bank & Trust
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
TTIC
Tower Trust & Investment Company Davenport, Iowa $165M AUM 28.96% 1-Year Est. Return
WSWA
Warren Street Wealth Advisors Newport Beach, California $448M AUM 27.21% 1-Year Est. Return
Baker Avenue Asset Management
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
Clark Capital Management Group
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Angeles Wealth Management's GII Position: Q4 2025 in Review

Angeles Wealth Management sold out of State Street SPDR S&P Global Infrastructure ETF (GII) in Q4 2025, closing a stake of 209 shares — an estimated $14.5K sold.

Angeles Wealth Management first reported a position in GII in Q3 2025 and held it in 1 quarter. The position peaked at $14.5K in Q3 2025. 117 funds tracked by Wall St. Rank hold GII as of Q4 2025.

  • Angeles Wealth Management reported no remaining State Street SPDR S&P Global Infrastructure ETF position as of Q4 2025 after selling out during the quarter.
  • Angeles Wealth Management sold 209 State Street SPDR S&P Global Infrastructure ETF shares in Q4 2025, an estimated $14.5K.
  • Angeles Wealth Management first reported a position in State Street SPDR S&P Global Infrastructure ETF in Q3 2025 and held it in 1 quarter.
  • Angeles Wealth Management's State Street SPDR S&P Global Infrastructure ETF position peaked at $14.5K in Q3 2025.
  • 117 funds tracked by Wall St. Rank held State Street SPDR S&P Global Infrastructure ETF as of Q4 2025.

Based on Angeles Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.