FPWM
GII icon

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

FSB Premier 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
2022
Q1 		– Sell
-385
Closed -$20K – 305
2021
Q4 		$20K Buy
+385
New +$20.8K 0.01% 346

Other funds holding GII

WA
Wealth Architects Mountain View, California $1.12B AUM 24.94% 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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WMR
Wealth Management Resources Smithfield, Rhode Island $287M AUM 10.6% 1-Year Est. Return
WSWA
Warren Street Wealth Advisors Newport Beach, California $393M AUM 23.31% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HW
Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return

FSB Premier Wealth Management's GII Position: Q1 2022 in Review

FSB Premier Wealth Management sold out of State Street SPDR S&P Global Infrastructure ETF (GII) in Q1 2022, closing a stake of 385 shares — an estimated $20K sold.

FSB Premier Wealth Management first reported a position in GII in Q4 2021 and held it in 1 quarter. The position peaked at $20K in Q4 2021. 71 funds tracked by Wall St. Rank hold GII as of Q1 2022.

  • FSB Premier Wealth Management reported no remaining State Street SPDR S&P Global Infrastructure ETF position as of Q1 2022 after selling out during the quarter.
  • FSB Premier Wealth Management sold 385 State Street SPDR S&P Global Infrastructure ETF shares in Q1 2022, an estimated $20K.
  • FSB Premier Wealth Management first reported a position in State Street SPDR S&P Global Infrastructure ETF in Q4 2021 and held it in 1 quarter.
  • FSB Premier Wealth Management's State Street SPDR S&P Global Infrastructure ETF position peaked at $20K in Q4 2021.
  • 71 funds tracked by Wall St. Rank held State Street SPDR S&P Global Infrastructure ETF as of Q1 2022.

Based on FSB Premier Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.