Vertex Planning Partners »

SPDR FTSE/Macquarie Global Infra shares owned by Vertex Planning Partners

Quarter-by-quarter ownership of SPDR FTSE/Macquarie Global Infra (GII) shares owned by Vertex Planning Partners from 13F filings

Historical chart of Vertex Planning Partners investment in SPDR FTSE/Macquarie Global Infra

Tip: Access up to 7 years of quarterly data

All positions including SPDR FTSE/Macquarie Global Infra held by Vertex Planning Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR FTSE/Macquarie Global Infra by Vertex Planning Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $421k 7.9k 53.49
2023-09-30 $321k 6.5k 49.26
2023-06-30 $319k 6.0k 53.37
2023-03-31 $278k 5.1k 54.47
2022-12-31 $219k 4.2k 52.42

More positions owned by Vertex Planning Partners

Wisdomtree Tr Floatng Rat Trea (USFR)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Wisdomtree Tr Itl High Div Fd (DTH)
Wisdomtree Tr Us Total Dividnd (DTD)
Ishares Tr TRS FLT RT BD (TFLO)
Select Sector Spdr Tr Technology (XLK)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)
Ishares Msci Emrg Chn (EMXC)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)

View all positions for Vertex Planning Partners

Top funds holding SPDR FTSE/Macquarie Global Infra

Wealth Architects
Mariner Wealth Advisors
Hills Bank And Trust Company
Warren Street Wealth Advisors
Beacon Pointe Advisors
Altfest L J & Co
Sequoia Financial Advisors
Bank Of Montreal
Scotia Capital
Citadel Advisors
CX Institutional
UBS Group
Baker Avenue Asset Management
Hobart Private Capital
Naples Global Advisors

View all funds holding SPDR FTSE/Macquarie Global Infra