GGM Wealth Advisors’s S&P Global SPGI Stock Holding History

GGM Wealth Advisors’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	$235K	Hold	490	–	–	0.13%	117
2024 Q4	$244K	Hold	490	–	–	0.13%	123
2024 Q3	$253K	Hold	490	–	–	0.11%	125
2024 Q2	$219K	Hold	490	–	–	0.1%	128
2024 Q1	$213K	Sell	490 -1,700	-78%	-$737K	0.1%	122
2023 Q4	$978K	Hold	2,190	–	–	0.4%	49
2023 Q3	$800K	Hold	2,190	–	–	0.35%	54
2023 Q2	$868K	Buy	+2,190	New	+$800K	0.35%	51
2023 Q1	–	Sell	-2,190	Closed	-$762K	–	118
2022 Q4	$762K	Hold	2,190	–	–	0.39%	49
2022 Q3	$683K	Hold	2,190	–	–	0.37%	54
2022 Q2	$757K	Hold	2,190	–	–	0.42%	50
2022 Q1	$865K	Buy	+2,190	New	+$892K	0.43%	50

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

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

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

Norges Bank Oslo, Norway $935B AUM

GGM Wealth Advisors's SPGI Position: Q1 2025 in Review

GGM Wealth Advisors held its S&P Global (SPGI) position steady in Q1 2025 at 490 shares worth $235K. The position accounts for 0.13% of the portfolio, ranked #117.

GGM Wealth Advisors first reported a position in SPGI in Q1 2022 and has held it in 12 quarters since. The position peaked at $978K in Q4 2023. 2,076 funds tracked by Wall St. Rank hold SPGI as of Q1 2025.

GGM Wealth Advisors held 490 shares of S&P Global worth $235K as of Q1 2025.
GGM Wealth Advisors left its S&P Global share count unchanged in Q1 2025.
S&P Global made up 0.13% of GGM Wealth Advisors's portfolio in Q1 2025, its #117 holding.
GGM Wealth Advisors first reported a position in S&P Global in Q1 2022 and has held it in 12 quarters since.
GGM Wealth Advisors's S&P Global position peaked at $978K in Q4 2023.
2,076 funds tracked by Wall St. Rank held S&P Global as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.