GII — SPDR INDEX SHS FDS

Ownership history in Wealth Architects, LLC  ·  28 quarters on record

This page tracks every 13F SEC filing in which Wealth Architects, LLC reported a position in SPDR INDEX SHS FDS (GII). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.43% (2025 Q1)
Avg. % of fund
4.05%
First filed
2019 Q1
Last filed
2025 Q4
Quarters held
28
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 644,516 +22,305 +3.6% 4.05% $45.0M $69.77
2025 Q3 REDUCED 622,211 -6,731 -1.1% 4.09% $43.3M $68.37
2025 Q2 ADDED 628,942 +158,737 +33.8% 4.30% $42.3M $66.15
2025 Q1 REDUCED 470,205 -155,344 -24.8% 5.43% $49.2M $60.03
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    GII price (monthly, adj. close)

Other funds also holding GII

As of 2025 Q4 — sorted by position size

Warren Street Wealth Advisors, LLC 3Y 3.26% Ironsides Asset Advisors, LLC 3Y 7Y 1.47% Newport Capital Group, LLC 3Y 1.14% Breakwater Investment Management 0.78% Wharton Business Group, LLC 3Y 7Y 0.67% Quantum Portfolio Management LLC 0.57% Hedeker Wealth, LLC 3Y 7Y 0.46% Sincerus Advisory, LLC 0.42% WealthPoint Financial, LLC 0.37% Baker Avenue Asset Management, LP 3Y 7Y 0.24%
← Back to Wealth Architects, LLC Holdings