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FullCircle Wealth’s S&P Global SPGI Stock Holding History

FullCircle 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
Q3 		$864K Sell
1,730
-18
-1% -$9.64K 0.3% 110
2025
Q2 		$984K Buy
1,748
+18
+1% +$8.98K 0.37% 95
2025
Q1 		$829K Buy
1,730
+13
+0.8% +$6.64K 0.34% 98
2024
Q4 		$931K Sell
1,717
-72
-4% -$36.5K 0.38% 88
2024
Q3 		$872K Buy
1,789
+21
+1% +$10.4K 0.39% 87
2024
Q2 		$852K Buy
+1,768
New +$759K 0.42% 82

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FullCircle Wealth's SPGI Position: Q3 2025 in Review

FullCircle Wealth reduced its S&P Global (SPGI) stake by 1% in Q3 2025, selling an estimated $9.64K and leaving 1,730 shares worth $864K. The position accounts for 0.3% of the portfolio, ranked #110.

FullCircle Wealth first reported a position in SPGI in Q2 2024 and has held it in 6 quarters since. The position peaked at $984K in Q2 2025. 2,052 funds tracked by Wall St. Rank hold SPGI as of Q3 2025.

  • FullCircle Wealth held 1,730 shares of S&P Global worth $864K as of Q3 2025.
  • FullCircle Wealth sold 18 S&P Global shares in Q3 2025, an estimated $9.64K.
  • S&P Global made up 0.3% of FullCircle Wealth's portfolio in Q3 2025, its #110 holding.
  • FullCircle Wealth first reported a position in S&P Global in Q2 2024 and has held it in 6 quarters since.
  • FullCircle Wealth's S&P Global position peaked at $984K in Q2 2025.
  • 2,052 funds tracked by Wall St. Rank held S&P Global as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.