Guardian Wealth Management (Illinois)’s S&P Global SPGI Stock Holding History

Guardian Wealth Management (Illinois)’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 Q2	–	Sell	-100	Closed	-$51K	–	185
2025 Q1	$51K	Hold	100	–	–	0.03%	104
2024 Q4	$49.9K	Hold	100	–	–	0.03%	115
2024 Q3	$51.7K	Hold	100	–	–	0.04%	111
2024 Q2	$44.6K	Hold	100	–	–	0.03%	113
2024 Q1	$42.5K	Hold	100	–	–	0.03%	113
2023 Q4	$43.9K	Hold	100	–	–	0.04%	111
2023 Q3	$36.4K	Buy	100 +1	+1%	+$393	0.03%	113
2023 Q2	$39.8K	Hold	99	–	–	0.04%	113
2023 Q1	$34.2K	Hold	99	–	–	0.03%	124
2022 Q4	$33.2K	Hold	99	–	–	0.03%	129
2022 Q3	$30K	Hold	99	–	–	0.03%	125
2022 Q2	$33K	Hold	99	–	–	0.04%	124
2022 Q1	$41K	Hold	99	–	–	0.04%	128
2021 Q4	$47K	Buy	+99	New	+$45.3K	0.05%	124

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

Guardian Wealth Management (Illinois)'s SPGI Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of S&P Global (SPGI) in Q2 2025, closing a stake of 100 shares — an estimated $51K sold.

Guardian Wealth Management (Illinois) first reported a position in SPGI in Q4 2021 and held it in 14 quarters. The position peaked at $51.7K in Q3 2024. 2,062 funds tracked by Wall St. Rank hold SPGI as of Q2 2025.

Guardian Wealth Management (Illinois) reported no remaining S&P Global position as of Q2 2025 after selling out during the quarter.
Guardian Wealth Management (Illinois) sold 100 S&P Global shares in Q2 2025, an estimated $51K.
Guardian Wealth Management (Illinois) first reported a position in S&P Global in Q4 2021 and held it in 14 quarters.
Guardian Wealth Management (Illinois)'s S&P Global position peaked at $51.7K in Q3 2024.
2,062 funds tracked by Wall St. Rank held S&P Global as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.