GII β€” SPDR S&P Global Infrastructure ETF

Ownership history in Lowe Wealth Advisors, LLC  Β·  6 quarters on record

AI Ownership Summary

Lowe Wealth Advisors, LLC reported SPDR S&P Global Infrastructure ETF (GII) in 6 quarterly 13F filings from 2024 Q2 through 2025 Q3. Peak portfolio weight reached 0.97% in 2025 Q3. The latest visible filing shows GII at 0.97% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GII ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lowe Wealth Advisors, LLC's position in SPDR S&P Global Infrastructure ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

GII was reported at 0.97% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.97% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Lowe Wealth Advisors, LLC held GII β€” position size vs. price
% of Fund (quarterly)    GII price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 38,266 +10,154 +36.1% 0.97% $2.7M 2025-11-14 (Est.) $69.48
2025 Q2 ADDED 28,112 +10,197 +56.9% 0.74% $1.9M 2025-07-08 $65.18
2025 Q1 ADDED 17,915 +11,660 +186.4% 0.47% $1.1M 2025-04-08 $55.50
2024 Q4 ADDED 6,255 +1,493 +31.4% 0.16% $370K 2025-01-10 $57.21
2024 Q3 ADDED 4,762 +4,141 +666.8% 0.13% $294K 2024-10-02 $59.00
2024 Q2 INITIATED 621 β€” β€” 0.02% $34K 2024-07-09 $52.92

FAQ About Lowe Wealth Advisors, LLC and GII

These are the practical questions this page is built to answer before you even open the full history table.

How long has Lowe Wealth Advisors, LLC reported owning GII?

Lowe Wealth Advisors, LLC reported GII across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported GII position in Lowe Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for GII was 0.97% in 2025 Q3.

What is the latest reported GII position on this page?

The most recent filing on this page is 2025 Q3, when Lowe Wealth Advisors, LLC reported 38,266 shares, equal to 0.97% of portfolio, with an estimated market value of $2.7M.

What does the chart on this GII ownership page compare?

The chart compares Lowe Wealth Advisors, LLC's quarterly GII portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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