HWG Holdings’s S&P Global SPGI Stock Holding History

HWG Holdings’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	-1,493	Closed	-$727K	–	56
2025 Q3	$727K	Buy	1,493 +73	+5%	+$39.1K	0.18%	46
2025 Q2	$749K	Sell	1,420 -17	-1%	-$8.48K	0.22%	40
2025 Q1	$730K	Sell	1,437 -45	-3%	-$23K	0.33%	27
2024 Q4	$738K	Sell	1,482 -14	-0.9%	-$7.1K	0.24%	37
2024 Q3	$773K	Buy	1,496 +1,435	+2,352%	+$710K	0.27%	41
2024 Q2	$27.2K	Buy	+61	New	+$26.2K	0.01%	67
2023 Q4	$37.4K	Hold	85	–	–	0.02%	66
2023 Q3	$31.1K	Hold	85	–	–	0.02%	70
2023 Q2	$34.1K	Buy	85 +24	+39%	+$8.77K	0.02%	78
2023 Q1	$21K	Hold	61	–	–	0.01%	75
2022 Q4	$20K	Sell	61 -2	-3%	-$659	0.01%	75
2022 Q3	$19K	Buy	+63	New	+$22.5K	0.01%	70
2022 Q1	$812K	Buy	1,980 +515	+35%	+$210K	0.4%	41
2021 Q4	$691K	Buy	+1,465	New	+$670K	0.3%	49
2021 Q2	$25K	Hold	61	–	–	0.01%	95
2021 Q1	$22K	Sell	61 -1,676	-96%	-$558K	0.01%	75
2020 Q4	$571K	Sell	1,737 -1,479	-46%	-$499K	0.29%	49
2020 Q3	$1.16M	Sell	3,216 -514	-14%	-$181K	1.03%	24
2020 Q2	$1.23M	Buy	+3,730	New	+$1.12M	0.98%	25
2019 Q4	$878K	Buy	3,215 +1,351	+72%	+$351K	0.72%	29
2019 Q3	$457K	Sell	1,864 -365	-16%	-$91.2K	0.42%	43
2019 Q2	$508K	Buy	+2,229	New	+$487K	0.49%	46

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

HWG Holdings's SPGI Position: Q4 2025 in Review

HWG Holdings sold out of S&P Global (SPGI) in Q4 2025, closing a stake of 1,493 shares — an estimated $727K sold.

HWG Holdings first reported a position in SPGI in Q2 2019 and held it in 22 quarters. The position peaked at $1.23M in Q2 2020. 2,204 funds tracked by Wall St. Rank hold SPGI as of Q4 2025.

HWG Holdings reported no remaining S&P Global position as of Q4 2025 after selling out during the quarter.
HWG Holdings sold 1,493 S&P Global shares in Q4 2025, an estimated $727K.
HWG Holdings first reported a position in S&P Global in Q2 2019 and held it in 22 quarters.
HWG Holdings's S&P Global position peaked at $1.23M in Q2 2020.
2,204 funds tracked by Wall St. Rank held S&P Global as of Q4 2025.

Based on HWG Holdings's 13F filing for Q4 2025, filed 12 Jan 2026.