Telemus Capital’s State Street SPDR S&P Global Infrastructure ETF GII Stock Holding History

Telemus Capital’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
2023 Q4	$204K	Buy	+3,805	New	+$192K	0.02%	311

Other funds holding GII

Wealth Architects Mountain View, California $1.12B AUM 24.94% 1-Year Est. Return

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

WSWA

Warren Street Wealth Advisors Newport Beach, California $393M AUM 23.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

OFG

Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return

Telemus Capital's GII Position: Q4 2023 in Review

Telemus Capital opened a new position in State Street SPDR S&P Global Infrastructure ETF (GII) in Q4 2023: 3,805 shares worth $204K. The stake represents 0.02% of the portfolio and ranks #311 among its holdings.

83 funds tracked by Wall St. Rank hold GII as of Q4 2023.

Telemus Capital held 3,805 shares of State Street SPDR S&P Global Infrastructure ETF worth $204K as of Q4 2023.
State Street SPDR S&P Global Infrastructure ETF was a new Telemus Capital position in Q4 2023.
State Street SPDR S&P Global Infrastructure ETF made up 0.02% of Telemus Capital's portfolio in Q4 2023, its #311 holding.
83 funds tracked by Wall St. Rank held State Street SPDR S&P Global Infrastructure ETF as of Q4 2023.

Based on Telemus Capital's 13F filing for Q4 2023, filed 1 Feb 2024.