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

GHP Investment 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
Q4 		– Sell
-450
Closed -$22K – 946
2022
Q3 		$22K Buy
+450
New +$24.3K ﹤0.01% 562

Other funds holding GII

WA
Wealth Architects Mountain View, California $1.12B AUM 24.94% 1-Year Est. Return
Mariner
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

GHP Investment Advisors's GII Position: Q4 2022 in Review

GHP Investment Advisors sold out of State Street SPDR S&P Global Infrastructure ETF (GII) in Q4 2022, closing a stake of 450 shares — an estimated $22K sold.

GHP Investment Advisors first reported a position in GII in Q3 2022 and held it in 1 quarter. The position peaked at $22K in Q3 2022. 82 funds tracked by Wall St. Rank hold GII as of Q4 2022.

  • GHP Investment Advisors reported no remaining State Street SPDR S&P Global Infrastructure ETF position as of Q4 2022 after selling out during the quarter.
  • GHP Investment Advisors sold 450 State Street SPDR S&P Global Infrastructure ETF shares in Q4 2022, an estimated $22K.
  • GHP Investment Advisors first reported a position in State Street SPDR S&P Global Infrastructure ETF in Q3 2022 and held it in 1 quarter.
  • GHP Investment Advisors's State Street SPDR S&P Global Infrastructure ETF position peaked at $22K in Q3 2022.
  • 82 funds tracked by Wall St. Rank held State Street SPDR S&P Global Infrastructure ETF as of Q4 2022.

Based on GHP Investment Advisors's 13F filing for Q4 2022, filed 16 Feb 2023.