FGAM
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Financial Gravity Asset Management’s S&P Global SPGI Stock Holding History

Financial Gravity Asset 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
2026
Q1 		$851 Buy
+2
New +$929 ﹤0.01% 770
2025
Q4 		– Sell
-38
Closed -$18.3K – 913
2025
Q3 		$18.3K Buy
+38
New +$20.3K ﹤0.01% 445
2024
Q2 		$446 Sell
1
-52
-98% -$22.3K ﹤0.01% 927
2024
Q1 		$22.8K Buy
53
+2
+4% +$867 ﹤0.01% 511
2023
Q4 		$20.4K Buy
51
+23
+82% +$9.08K ﹤0.01% 689
2023
Q3 		$9.95K Sell
28
-373
-93% -$147K ﹤0.01% 596
2023
Q2 		$3.63K Buy
401
+56
+16% +$20.5K 0.01% 539
2023
Q1 		$1.59K Buy
345
+10
+3% +$3.52K 0.05% 323
2022
Q4 		$13.6K Sell
335
-6,680
-95% -$2.2M 0.07% 174
2022
Q3 		$6.22K Sell
7,015
-7,139
-50% -$2.55M 0.21% 82
2022
Q2 		$7.08K Sell
14,154
-3,087
-18% -$1.1M 0.22% 86
2022
Q1 		$15.8K Sell
17,241
-6,831
-28% -$2.78M 0.44% 52
2021
Q4 		$12.4K Buy
24,072
+24,045
+89,056% +$11M 0.28% 84
2021
Q3 		$425K Sell
27
-5
-16% -$2.17K 0.2% 91
2021
Q2 		$410K Buy
+32
New +$12.3K 0.15% 95
2019
Q4 		– Sell
-1
Closed – – 1672
2019
Q3 		$0 Hold
1
– – ﹤0.01% 1516
2019
Q2 		$0 Hold
1
– – ﹤0.01% 1626
2019
Q1 		$0 Buy
+1
New +$194 ﹤0.01% 1527
2018
Q3 		$57K Buy
329
+314
+2,093% +$64.8K 0.06% 288
2018
Q2 		$3K Sell
15
-315
-95% -$62.2K ﹤0.01% 910
2018
Q1 		$62K Buy
+330
New +$60.9K 0.06% 261

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Financial Gravity Asset Management's SPGI Position: Q1 2026 in Review

Financial Gravity Asset Management opened a new position in S&P Global (SPGI) in Q1 2026: 2 shares worth $851. The stake represents ﹤0.01% of the portfolio and ranks #770 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in SPGI as recently as Q3 2025.

Financial Gravity Asset Management first reported a position in SPGI in Q1 2018 and has held it in 21 quarters since. The position peaked at $425K in Q3 2021. 2,119 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Financial Gravity Asset Management held 2 shares of S&P Global worth $851 as of Q1 2026.
  • S&P Global was a new Financial Gravity Asset Management position in Q1 2026.
  • S&P Global made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #770 holding.
  • Financial Gravity Asset Management first reported a position in S&P Global in Q1 2018 and has held it in 21 quarters since.
  • Financial Gravity Asset Management's S&P Global position peaked at $425K in Q3 2021.
  • 2,119 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.