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Richards, Merrill & Peterson’s State Street SPDR S&P Global Infrastructure ETF GII Stock Holding History

Richards, Merrill & Peterson’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
2025
Q2 		– Sell
-167
Closed -$10.4K – 309
2025
Q1 		$10.4K Hold
167
– – 0.01% 393
2024
Q4 		$9.88K Buy
+167
New +$10.3K 0.01% 379

Other funds holding GII

WA
Wealth Architects Mountain View, California $1.12B AUM 24.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
WSWA
Warren Street Wealth Advisors Newport Beach, California $393M AUM 23.31% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
TTIC
Tower Trust & Investment Company Davenport, Iowa $165M AUM 28.96% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Richards, Merrill & Peterson's GII Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of State Street SPDR S&P Global Infrastructure ETF (GII) in Q2 2025, closing a stake of 167 shares — an estimated $10.4K sold.

Richards, Merrill & Peterson first reported a position in GII in Q4 2024 and held it in 2 quarters. The position peaked at $10.4K in Q1 2025. 101 funds tracked by Wall St. Rank hold GII as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining State Street SPDR S&P Global Infrastructure ETF position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 167 State Street SPDR S&P Global Infrastructure ETF shares in Q2 2025, an estimated $10.4K.
  • Richards, Merrill & Peterson first reported a position in State Street SPDR S&P Global Infrastructure ETF in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's State Street SPDR S&P Global Infrastructure ETF position peaked at $10.4K in Q1 2025.
  • 101 funds tracked by Wall St. Rank held State Street SPDR S&P Global Infrastructure ETF as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.