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

Visionary 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
Q1 		$402K Sell
5,289
-32,809
-86% -$2.45M 0.02% 453
2025
Q4 		$2.66M Buy
38,098
+2,880
+8% +$202K 0.12% 165
2025
Q3 		$2.45M Buy
+35,218
New +$2.4M 0.11% 172

Other funds holding GII

HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
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
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
TTIC
Tower Trust & Investment Company Davenport, Iowa $165M AUM 28.96% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
WSWA
Warren Street Wealth Advisors Newport Beach, California $393M AUM 23.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Visionary Wealth Advisors's GII Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its State Street SPDR S&P Global Infrastructure ETF (GII) stake by 86% in Q1 2026, selling an estimated $2.45M and leaving 5,289 shares worth $402K. The position accounts for 0.02% of the portfolio, ranked #453.

Visionary Wealth Advisors first reported a position in GII in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.66M in Q4 2025. 124 funds tracked by Wall St. Rank hold GII as of Q1 2026.

  • Visionary Wealth Advisors held 5,289 shares of State Street SPDR S&P Global Infrastructure ETF worth $402K as of Q1 2026.
  • Visionary Wealth Advisors sold 32,809 State Street SPDR S&P Global Infrastructure ETF shares in Q1 2026, an estimated $2.45M.
  • State Street SPDR S&P Global Infrastructure ETF made up 0.02% of Visionary Wealth Advisors's portfolio in Q1 2026, its #453 holding.
  • Visionary Wealth Advisors first reported a position in State Street SPDR S&P Global Infrastructure ETF in Q3 2025 and has held it in 3 quarters since.
  • Visionary Wealth Advisors's State Street SPDR S&P Global Infrastructure ETF position peaked at $2.66M in Q4 2025.
  • 124 funds tracked by Wall St. Rank held State Street SPDR S&P Global Infrastructure ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.