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

Endowment 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
Q1 		– Sell
-683
Closed -$340K – 154
2024
Q4 		$340K Sell
683
-18
-3% -$9.13K 0.23% 88
2024
Q3 		$362K Sell
701
-22
-3% -$10.9K 0.24% 84
2024
Q2 		$322K Sell
723
-2
-0.3% -$858 0.23% 91
2024
Q1 		$308K Sell
725
-30
-4% -$13K 0.23% 92
2023
Q4 		$332K Sell
755
-8
-1% -$3.16K 0.28% 82
2023
Q3 		$279K Sell
763
-44
-5% -$17.3K 0.25% 101
2023
Q2 		$324K Buy
807
+70
+9% +$25.6K 0.3% 89
2023
Q1 		$254K Buy
737
+1
+0.1% +$352 0.26% 101
2022
Q4 		$246K Buy
736
+44
+6% +$14.5K 0.27% 102
2022
Q3 		$211K Buy
692
+42
+6% +$15K 0.26% 102
2022
Q2 		$219K Buy
650
+25
+4% +$8.91K 0.26% 96
2022
Q1 		$256K Buy
625
+74
+13% +$30.1K 0.27% 90
2021
Q4 		$260K Buy
+551
New +$252K 0.26% 83

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Endowment Wealth Management's SPGI Position: Q1 2025 in Review

Endowment Wealth Management sold out of S&P Global (SPGI) in Q1 2025, closing a stake of 683 shares — an estimated $340K sold.

Endowment Wealth Management first reported a position in SPGI in Q4 2021 and held it in 13 quarters. The position peaked at $362K in Q3 2024. 2,075 funds tracked by Wall St. Rank hold SPGI as of Q1 2025.

  • Endowment Wealth Management reported no remaining S&P Global position as of Q1 2025 after selling out during the quarter.
  • Endowment Wealth Management sold 683 S&P Global shares in Q1 2025, an estimated $340K.
  • Endowment Wealth Management first reported a position in S&P Global in Q4 2021 and held it in 13 quarters.
  • Endowment Wealth Management's S&P Global position peaked at $362K in Q3 2024.
  • 2,075 funds tracked by Wall St. Rank held S&P Global as of Q1 2025.

Based on Endowment Wealth Management's 13F filing for Q1 2025, filed 9 May 2025.