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

Hemington 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 		$148K Buy
306
+30
+11% +$16.1K 0.02% 186
2025
Q2 		$145K Sell
276
-8
-3% -$3.99K 0.02% 176
2025
Q1 		$144K Buy
284
+21
+8% +$10.7K 0.02% 158
2024
Q4 		$130K Buy
263
+24
+10% +$12.2K 0.03% 160
2024
Q3 		$114K Buy
+239
New +$118K 0.03% 168

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Hemington Wealth Management increased its S&P Global (SPGI) stake by 11% in Q3 2025, buying an estimated $16.1K and bringing the position to 306 shares worth $148K. The position accounts for 0.02% of the portfolio, ranked #186.

Hemington Wealth Management first reported a position in SPGI in Q3 2024 and has held it in 5 quarters since. 2,052 funds tracked by Wall St. Rank hold SPGI as of Q3 2025.

  • Hemington Wealth Management held 306 shares of S&P Global worth $148K as of Q3 2025.
  • Hemington Wealth Management bought 30 S&P Global shares in Q3 2025, an estimated $16.1K.
  • S&P Global made up 0.02% of Hemington Wealth Management's portfolio in Q3 2025, its #186 holding.
  • Hemington Wealth Management first reported a position in S&P Global in Q3 2024 and has held it in 5 quarters since.
  • 2,052 funds tracked by Wall St. Rank held S&P Global as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.