CFFP
GII icon

Center for Financial Planning’s State Street SPDR S&P Global Infrastructure ETF GII Stock Holding History

Center for Financial Planning’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
2020
Q2 		– Sell
-51
Closed -$2K – 499
2020
Q1 		$2K Buy
+51
New +$2.59K ﹤0.01% 493

Other funds holding GII

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.12B AUM 24.94% 1-Year Est. Return
BDS
Banco de Sabadell Miami, Florida $151M AUM 22.94% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
BCA
Biltmore Capital Advisors Princeton, New Jersey $599M AUM 20.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

Center for Financial Planning's GII Position: Q2 2020 in Review

Center for Financial Planning sold out of State Street SPDR S&P Global Infrastructure ETF (GII) in Q2 2020, closing a stake of 51 shares — an estimated $2K sold.

Center for Financial Planning first reported a position in GII in Q1 2020 and held it in 1 quarter. The position peaked at $2K in Q1 2020. 52 funds tracked by Wall St. Rank hold GII as of Q2 2020.

  • Center for Financial Planning reported no remaining State Street SPDR S&P Global Infrastructure ETF position as of Q2 2020 after selling out during the quarter.
  • Center for Financial Planning sold 51 State Street SPDR S&P Global Infrastructure ETF shares in Q2 2020, an estimated $2K.
  • Center for Financial Planning first reported a position in State Street SPDR S&P Global Infrastructure ETF in Q1 2020 and held it in 1 quarter.
  • Center for Financial Planning's State Street SPDR S&P Global Infrastructure ETF position peaked at $2K in Q1 2020.
  • 52 funds tracked by Wall St. Rank held State Street SPDR S&P Global Infrastructure ETF as of Q2 2020.

Based on Center for Financial Planning's 13F filing for Q2 2020, filed 6 Aug 2020.