EFG
SPGI icon

Elm3 Financial Group’s S&P Global SPGI Stock Holding History

Elm3 Financial Group’s Portfolio SPGI Stock Details SPGI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$465K Sell
881
-91
-9% -$48K 0.39% 64
2025
Q1 		$494K Sell
972
-58
-6% -$29.5K 0.43% 52
2024
Q4 		$513K Buy
+1,030
New +$513K 0.44% 49