LMKC
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L.M. Kohn & Company’s State Street SPDR S&P Global Infrastructure ETF GII Stock Holding History

L.M. Kohn & Company’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
Q3 		– Sell
-6,228
Closed -$340K – 297
2024
Q2 		$340K Buy
+6,228
New +$342K 0.09% 187

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

L.M. Kohn & Company's GII Position: Q3 2024 in Review

L.M. Kohn & Company sold out of State Street SPDR S&P Global Infrastructure ETF (GII) in Q3 2024, closing a stake of 6,228 shares — an estimated $340K sold.

L.M. Kohn & Company first reported a position in GII in Q2 2024 and held it in 1 quarter. The position peaked at $340K in Q2 2024. 92 funds tracked by Wall St. Rank hold GII as of Q3 2024.

  • L.M. Kohn & Company reported no remaining State Street SPDR S&P Global Infrastructure ETF position as of Q3 2024 after selling out during the quarter.
  • L.M. Kohn & Company sold 6,228 State Street SPDR S&P Global Infrastructure ETF shares in Q3 2024, an estimated $340K.
  • L.M. Kohn & Company first reported a position in State Street SPDR S&P Global Infrastructure ETF in Q2 2024 and held it in 1 quarter.
  • L.M. Kohn & Company's State Street SPDR S&P Global Infrastructure ETF position peaked at $340K in Q2 2024.
  • 92 funds tracked by Wall St. Rank held State Street SPDR S&P Global Infrastructure ETF as of Q3 2024.

Based on L.M. Kohn & Company's 13F filing for Q3 2024, filed 14 Nov 2024.