GPS Wealth Strategies Group’s S&P Global SPGI Stock Holding History

GPS Wealth Strategies Group’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 Q4	$13.1K	Sell	25 -73	-74%	-$36.1K	0.01%	361
2025 Q3	$47.7K	Hold	98	–	–	0.01%	685
2025 Q2	$51.7K	Buy	98 +3	+3%	+$1.5K	0.01%	626
2025 Q1	$48.3K	Hold	95	–	–	0.01%	619
2024 Q4	$47.3K	Sell	95 -1	-1%	-$507	0.01%	587
2024 Q3	$49.6K	Buy	96 +1	+1%	+$495	0.01%	579
2024 Q2	$42.4K	Hold	95	–	–	0.01%	574
2024 Q1	$40.4K	Hold	95	–	–	0.01%	556
2023 Q4	$41.8K	Hold	95	–	–	0.01%	530
2023 Q3	$34.7K	Hold	95	–	–	0.01%	573
2023 Q2	$38.1K	Hold	95	–	–	0.01%	551
2023 Q1	$32.8K	Buy	+95	New	+$33.4K	0.01%	584
2022 Q4	–	Sell	-124	Closed	-$38K	–	946
2022 Q3	$38K	Hold	124	–	–	0.01%	481
2022 Q2	$42K	Sell	124 -118	-49%	-$42.1K	0.01%	476
2022 Q1	$99K	Buy	242 +145	+149%	+$59.1K	0.02%	314
2021 Q4	$46K	Buy	97 +2	+2%	+$915	0.01%	421
2021 Q3	$40K	Hold	95	–	–	0.01%	429
2021 Q2	$39K	Hold	95	–	–	0.01%	460
2021 Q1	$33K	Buy	+95	New	+$31.6K	0.01%	456

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

Norges Bank Oslo, Norway $935B AUM

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

GPS Wealth Strategies Group's SPGI Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its S&P Global (SPGI) stake by 74% in Q4 2025, selling an estimated $36.1K and leaving 25 shares worth $13.1K. The position accounts for 0.01% of the portfolio, ranked #361.

GPS Wealth Strategies Group first reported a position in SPGI in Q1 2021 and has held it in 19 quarters since. The position peaked at $99K in Q1 2022. 2,194 funds tracked by Wall St. Rank hold SPGI as of Q4 2025.

GPS Wealth Strategies Group held 25 shares of S&P Global worth $13.1K as of Q4 2025.
GPS Wealth Strategies Group sold 73 S&P Global shares in Q4 2025, an estimated $36.1K.
S&P Global made up 0.01% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #361 holding.
GPS Wealth Strategies Group first reported a position in S&P Global in Q1 2021 and has held it in 19 quarters since.
GPS Wealth Strategies Group's S&P Global position peaked at $99K in Q1 2022.
2,194 funds tracked by Wall St. Rank held S&P Global as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.