CWM
SPGI icon

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

Centricity 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
Q2 		$21.6K Hold
41
– – 0.02% 247
2025
Q1 		$20.8K Hold
41
– – 0.02% 248
2024
Q4 		$20.4K Buy
+41
New +$20.8K 0.02% 252

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Centricity Wealth Management's SPGI Position: Q2 2025 in Review

Centricity Wealth Management held its S&P Global (SPGI) position steady in Q2 2025 at 41 shares worth $21.6K. The position accounts for 0.02% of the portfolio, ranked #247.

Centricity Wealth Management first reported a position in SPGI in Q4 2024 and has held it in 3 quarters since. 2,067 funds tracked by Wall St. Rank hold SPGI as of Q2 2025.

  • Centricity Wealth Management held 41 shares of S&P Global worth $21.6K as of Q2 2025.
  • Centricity Wealth Management left its S&P Global share count unchanged in Q2 2025.
  • S&P Global made up 0.02% of Centricity Wealth Management's portfolio in Q2 2025, its #247 holding.
  • Centricity Wealth Management first reported a position in S&P Global in Q4 2024 and has held it in 3 quarters since.
  • 2,067 funds tracked by Wall St. Rank held S&P Global as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.