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

Cassady Schiller 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 Q4	$8.47K	Buy	+17	New	+$8.63K	﹤0.01%	356
2023 Q4	–	Sell	-20	Closed	-$7.31K	–	456
2023 Q3	$7.31K	Hold	20	–	–	﹤0.01%	347
2023 Q2	$8.02K	Buy	+20	New	+$7.31K	﹤0.01%	356
2023 Q1	–	Sell	-10	Closed	-$3.35K	–	486
2022 Q4	$3.35K	Buy	+10	New	+$3.3K	﹤0.01%	391
2022 Q1	–	Sell	-5	Closed	-$2K	–	527
2021 Q4	$2K	Buy	+5	New	+$2.29K	﹤0.01%	410

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cassady Schiller Wealth Management's SPGI Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in S&P Global (SPGI) in Q4 2024: 17 shares worth $8.47K. The stake represents ﹤0.01% of the portfolio and ranks #356 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in SPGI as recently as Q3 2023.

Cassady Schiller Wealth Management first reported a position in SPGI in Q4 2021 and has held it in 5 quarters since. 2,038 funds tracked by Wall St. Rank hold SPGI as of Q4 2024.

Cassady Schiller Wealth Management held 17 shares of S&P Global worth $8.47K as of Q4 2024.
S&P Global was a new Cassady Schiller Wealth Management position in Q4 2024.
S&P Global made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #356 holding.
Cassady Schiller Wealth Management first reported a position in S&P Global in Q4 2021 and has held it in 5 quarters since.
2,038 funds tracked by Wall St. Rank held S&P Global as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.