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Clear Creek Financial Management’s State Street SPDR S&P Global Infrastructure ETF GII Stock Holding History

Clear Creek Financial 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
2024
Q4 		– Sell
-5,145
Closed -$317K – 489
2024
Q3 		$317K Buy
+5,145
New +$299K 0.04% 337

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Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
WSWA
Warren Street Wealth Advisors Newport Beach, California $393M AUM 23.31% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
NBT
Northwest Bank & Trust Davenport, Iowa $135M AUM 29.86% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Clear Creek Financial Management's GII Position: Q4 2024 in Review

Clear Creek Financial Management sold out of State Street SPDR S&P Global Infrastructure ETF (GII) in Q4 2024, closing a stake of 5,145 shares — an estimated $317K sold.

Clear Creek Financial Management first reported a position in GII in Q3 2024 and held it in 1 quarter. The position peaked at $317K in Q3 2024. 95 funds tracked by Wall St. Rank hold GII as of Q4 2024.

  • Clear Creek Financial Management reported no remaining State Street SPDR S&P Global Infrastructure ETF position as of Q4 2024 after selling out during the quarter.
  • Clear Creek Financial Management sold 5,145 State Street SPDR S&P Global Infrastructure ETF shares in Q4 2024, an estimated $317K.
  • Clear Creek Financial Management first reported a position in State Street SPDR S&P Global Infrastructure ETF in Q3 2024 and held it in 1 quarter.
  • Clear Creek Financial Management's State Street SPDR S&P Global Infrastructure ETF position peaked at $317K in Q3 2024.
  • 95 funds tracked by Wall St. Rank held State Street SPDR S&P Global Infrastructure ETF as of Q4 2024.

Based on Clear Creek Financial Management's 13F filing for Q4 2024, filed 24 Jan 2025.