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

Clearstead 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
2022 Q2	–	Sell	-9	Closed	-$1K	–	1341
2022 Q1	$1K	Buy	+9	New	+$493	﹤0.01%	1291
2020 Q4	–	Sell	-9	Closed	–	–	996
2020 Q3	$0	Hold	9	–	–	﹤0.01%	904
2020 Q2	$0	Hold	9	–	–	﹤0.01%	804
2020 Q1	$0	Buy	+9	New	+$457	﹤0.01%	776

Other funds holding GII

Wealth Architects Mountain View, California $1.12B AUM 24.94% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WSWA

Warren Street Wealth Advisors Newport Beach, California $393M AUM 23.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WMR

Wealth Management Resources Smithfield, Rhode Island $287M AUM 10.6% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return

Clearstead Advisors's GII Position: Q2 2022 in Review

Clearstead Advisors sold out of State Street SPDR S&P Global Infrastructure ETF (GII) in Q2 2022, closing a stake of 9 shares — an estimated $1K sold.

Clearstead Advisors first reported a position in GII in Q1 2020 and held it in 4 quarters. The position peaked at $1K in Q1 2022. 73 funds tracked by Wall St. Rank hold GII as of Q2 2022.

Clearstead Advisors reported no remaining State Street SPDR S&P Global Infrastructure ETF position as of Q2 2022 after selling out during the quarter.
Clearstead Advisors sold 9 State Street SPDR S&P Global Infrastructure ETF shares in Q2 2022, an estimated $1K.
Clearstead Advisors first reported a position in State Street SPDR S&P Global Infrastructure ETF in Q1 2020 and held it in 4 quarters.
Clearstead Advisors's State Street SPDR S&P Global Infrastructure ETF position peaked at $1K in Q1 2022.
73 funds tracked by Wall St. Rank held State Street SPDR S&P Global Infrastructure ETF as of Q2 2022.

Based on Clearstead Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.