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

Aspire 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
2024
Q3 		$898K Hold
1,739
– – 0.48% 44
2024
Q2 		$776K Hold
1,739
– – 0.44% 44
2024
Q1 		$740K Hold
1,739
– – 0.45% 46
2023
Q4 		$766K Hold
1,739
– – 0.52% 41
2023
Q3 		$635K Hold
1,739
– – 0.48% 43
2023
Q2 		$697K Hold
1,739
– – 0.53% 44
2023
Q1 		$600K Hold
1,739
– – 0.49% 49
2022
Q4 		$582K Buy
+1,739
New +$573K 0.51% 41

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aspire Wealth Management's SPGI Position: Q3 2024 in Review

Aspire Wealth Management held its S&P Global (SPGI) position steady in Q3 2024 at 1,739 shares worth $898K. The position accounts for 0.48% of the portfolio, ranked #44.

Aspire Wealth Management first reported a position in SPGI in Q4 2022 and has held it in 8 quarters since. 1,927 funds tracked by Wall St. Rank hold SPGI as of Q3 2024.

  • Aspire Wealth Management held 1,739 shares of S&P Global worth $898K as of Q3 2024.
  • Aspire Wealth Management left its S&P Global share count unchanged in Q3 2024.
  • S&P Global made up 0.48% of Aspire Wealth Management's portfolio in Q3 2024, its #44 holding.
  • Aspire Wealth Management first reported a position in S&P Global in Q4 2022 and has held it in 8 quarters since.
  • 1,927 funds tracked by Wall St. Rank held S&P Global as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.