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

BDO Wealth Advisors’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
2021
Q2 		– Sell
-300
Closed -$15K – 1144
2021
Q1 		$15K Buy
+300
New +$15.2K ﹤0.01% 663

Other funds holding GII

WA
Wealth Architects Mountain View, California $1.12B AUM 24.94% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

BDO Wealth Advisors's GII Position: Q2 2021 in Review

BDO Wealth Advisors sold out of State Street SPDR S&P Global Infrastructure ETF (GII) in Q2 2021, closing a stake of 300 shares — an estimated $15K sold.

BDO Wealth Advisors first reported a position in GII in Q1 2021 and held it in 1 quarter. The position peaked at $15K in Q1 2021. 59 funds tracked by Wall St. Rank hold GII as of Q2 2021.

  • BDO Wealth Advisors reported no remaining State Street SPDR S&P Global Infrastructure ETF position as of Q2 2021 after selling out during the quarter.
  • BDO Wealth Advisors sold 300 State Street SPDR S&P Global Infrastructure ETF shares in Q2 2021, an estimated $15K.
  • BDO Wealth Advisors first reported a position in State Street SPDR S&P Global Infrastructure ETF in Q1 2021 and held it in 1 quarter.
  • BDO Wealth Advisors's State Street SPDR S&P Global Infrastructure ETF position peaked at $15K in Q1 2021.
  • 59 funds tracked by Wall St. Rank held State Street SPDR S&P Global Infrastructure ETF as of Q2 2021.

Based on BDO Wealth Advisors's 13F filing for Q2 2021, filed 3 Sep 2021.