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

Gitterman 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	–	Sell	-25	Closed	-$13.2K	–	301
2025 Q2	$13.2K	Sell	25 -460	-95%	-$230K	﹤0.01%	311
2025 Q1	$247K	Buy	485 +2	+0.4%	+$1.02K	0.07%	92
2024 Q4	$241K	Buy	483 +26	+6%	+$13.2K	0.1%	91
2024 Q3	$236K	Buy	457 +6	+1%	+$2.97K	0.1%	91
2024 Q2	$201K	Buy	+451	New	+$193K	0.08%	104
2023 Q4	–	Sell	-715	Closed	-$261K	–	107
2023 Q3	$261K	Buy	+715	New	+$281K	0.12%	44
2022 Q2	–	Sell	-589	Closed	-$242K	–	101
2022 Q1	$242K	Buy	+589	New	+$240K	0.19%	70

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

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

Gitterman Wealth Management sold out of S&P Global (SPGI) in Q3 2025, closing a stake of 25 shares — an estimated $13.2K sold.

Gitterman Wealth Management first reported a position in SPGI in Q1 2022 and held it in 7 quarters. The position peaked at $261K in Q3 2023. 2,052 funds tracked by Wall St. Rank hold SPGI as of Q3 2025.

Gitterman Wealth Management reported no remaining S&P Global position as of Q3 2025 after selling out during the quarter.
Gitterman Wealth Management sold 25 S&P Global shares in Q3 2025, an estimated $13.2K.
Gitterman Wealth Management first reported a position in S&P Global in Q1 2022 and held it in 7 quarters.
Gitterman Wealth Management's S&P Global position peaked at $261K in Q3 2023.
2,052 funds tracked by Wall St. Rank held S&P Global as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.