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

FSA 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 Q3	$51.1K	Hold	105	–	–	0.02%	153
2025 Q2	$55.4K	Hold	105	–	–	0.02%	145
2025 Q1	$53.4K	Hold	105	–	–	0.02%	145
2024 Q4	$52.3K	Hold	105	–	–	0.02%	149
2024 Q3	$54.2K	Buy	+105	New	+$52K	0.02%	153
2024 Q1	$44.7K	Hold	105	–	–	0.02%	160
2023 Q4	$46K	Buy	+105	New	+$41.4K	0.02%	148
2021 Q1	–	Sell	-54	Closed	-$18K	–	208
2020 Q4	$18K	Buy	+54	New	+$18.2K	0.01%	217
2020 Q3	–	Sell	-54	Closed	-$18K	–	307
2020 Q2	$18K	Hold	54	–	–	0.01%	206
2020 Q1	$13K	Hold	54	–	–	0.01%	219
2019 Q4	$15K	Buy	+54	New	+$14K	0.01%	260

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FSA Wealth Management's SPGI Position: Q3 2025 in Review

FSA Wealth Management held its S&P Global (SPGI) position steady in Q3 2025 at 105 shares worth $51.1K. The position accounts for 0.02% of the portfolio, ranked #153.

FSA Wealth Management first reported a position in SPGI in Q4 2019 and has held it in 11 quarters since. The position peaked at $55.4K in Q2 2025. 2,052 funds tracked by Wall St. Rank hold SPGI as of Q3 2025.

FSA Wealth Management held 105 shares of S&P Global worth $51.1K as of Q3 2025.
FSA Wealth Management left its S&P Global share count unchanged in Q3 2025.
S&P Global made up 0.02% of FSA Wealth Management's portfolio in Q3 2025, its #153 holding.
FSA Wealth Management first reported a position in S&P Global in Q4 2019 and has held it in 11 quarters since.
FSA Wealth Management's S&P Global position peaked at $55.4K in Q2 2025.
2,052 funds tracked by Wall St. Rank held S&P Global as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.