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

Heartwood 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 Q4	–	Sell	-7	Closed	-$3.41K	–	536
2025 Q3	$3.41K	Buy	+7	New	+$3.75K	﹤0.01%	453

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Heartwood Wealth Advisors's SPGI Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of S&P Global (SPGI) in Q4 2025, closing a stake of 7 shares — an estimated $3.41K sold.

Heartwood Wealth Advisors first reported a position in SPGI in Q3 2025 and held it in 1 quarter. The position peaked at $3.41K in Q3 2025. 2,199 funds tracked by Wall St. Rank hold SPGI as of Q4 2025.

Heartwood Wealth Advisors reported no remaining S&P Global position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 7 S&P Global shares in Q4 2025, an estimated $3.41K.
Heartwood Wealth Advisors first reported a position in S&P Global in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's S&P Global position peaked at $3.41K in Q3 2025.
2,199 funds tracked by Wall St. Rank held S&P Global as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.