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Accredited Wealth Management’s S&P Global SPGI Stock Holding History

Accredited Wealth Management’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$85.2K Sell
80
-95
-54% -$50.9K 0.06% 108
2025
Q2 		$92.3K Hold
175
– – 0.07% 100
2025
Q1 		$88.9K Hold
175
– – 0.08% 96
2024
Q4 		$87.2K Buy
+175
New +$88.8K 0.08% 110

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Accredited Wealth Management's SPGI Position: Q3 2025 in Review

Accredited Wealth Management reduced its S&P Global (SPGI) stake by 54% in Q3 2025, selling an estimated $50.9K and leaving 80 shares worth $85.2K. The position accounts for 0.06% of the portfolio, ranked #108.

Accredited Wealth Management first reported a position in SPGI in Q4 2024 and has held it in 4 quarters since. The position peaked at $92.3K in Q2 2025. 2,052 funds tracked by Wall St. Rank hold SPGI as of Q3 2025.

  • Accredited Wealth Management held 80 shares of S&P Global worth $85.2K as of Q3 2025.
  • Accredited Wealth Management sold 95 S&P Global shares in Q3 2025, an estimated $50.9K.
  • S&P Global made up 0.06% of Accredited Wealth Management's portfolio in Q3 2025, its #108 holding.
  • Accredited Wealth Management first reported a position in S&P Global in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's S&P Global position peaked at $92.3K in Q2 2025.
  • 2,052 funds tracked by Wall St. Rank held S&P Global as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.