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

FSM 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
2026
Q2 		$274K Buy
3,613
+194
+6% +$14.8K 0.03% 279
2026
Q1 		$260K Buy
+3,419
New +$255K 0.03% 257

Other funds holding GII

HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
TTIC
Tower Trust & Investment Company Davenport, Iowa $165M AUM 28.96% 1-Year Est. Return
WSWA
Warren Street Wealth Advisors Newport Beach, California $448M AUM 27.21% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

FSM Wealth Advisors's GII Position: Q2 2026 in Review

FSM Wealth Advisors increased its State Street SPDR S&P Global Infrastructure ETF (GII) stake by 5.7% in Q2 2026, buying an estimated $14.8K and bringing the position to 3,613 shares worth $274K. The position accounts for 0.03% of the portfolio, ranked #279.

FSM Wealth Advisors first reported a position in GII in Q1 2026 and has held it in 2 quarters since. 136 funds tracked by Wall St. Rank hold GII as of Q2 2026.

  • FSM Wealth Advisors held 3,613 shares of State Street SPDR S&P Global Infrastructure ETF worth $274K as of Q2 2026.
  • FSM Wealth Advisors bought 194 State Street SPDR S&P Global Infrastructure ETF shares in Q2 2026, an estimated $14.8K.
  • State Street SPDR S&P Global Infrastructure ETF made up 0.03% of FSM Wealth Advisors's portfolio in Q2 2026, its #279 holding.
  • FSM Wealth Advisors first reported a position in State Street SPDR S&P Global Infrastructure ETF in Q1 2026 and has held it in 2 quarters since.
  • 136 funds tracked by Wall St. Rank held State Street SPDR S&P Global Infrastructure ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.