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Fourth Dimension Wealth’s S&P Global SPGI Stock Holding History

Fourth Dimension Wealth’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 		– Sell
-239
Closed -$121K – 646
2025
Q1 		$121K Buy
239
+39
+20% +$19.9K 0.06% 144
2024
Q4 		$99.6K Buy
+200
New +$101K 0.05% 157

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

Fourth Dimension Wealth's SPGI Position: Q2 2025 in Review

Fourth Dimension Wealth sold out of S&P Global (SPGI) in Q2 2025, closing a stake of 239 shares — an estimated $121K sold.

Fourth Dimension Wealth first reported a position in SPGI in Q4 2024 and held it in 2 quarters. The position peaked at $121K in Q1 2025. 2,062 funds tracked by Wall St. Rank hold SPGI as of Q2 2025.

  • Fourth Dimension Wealth reported no remaining S&P Global position as of Q2 2025 after selling out during the quarter.
  • Fourth Dimension Wealth sold 239 S&P Global shares in Q2 2025, an estimated $121K.
  • Fourth Dimension Wealth first reported a position in S&P Global in Q4 2024 and held it in 2 quarters.
  • Fourth Dimension Wealth's S&P Global position peaked at $121K in Q1 2025.
  • 2,062 funds tracked by Wall St. Rank held S&P Global as of Q2 2025.

Based on Fourth Dimension Wealth's 13F filing for Q2 2025, filed 5 Aug 2025.