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Marcum Wealth’s S&P Global SPGI Stock Holding History

Marcum Wealth’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
Q1 		$973K Buy
1,914
+14
+0.7% +$7.15K 0.08% 117
2024
Q4 		$946K Buy
1,900
+14
+0.7% +$7.1K 0.08% 118
2024
Q3 		$974K Sell
1,886
-1
-0.1% -$495 0.09% 115
2024
Q2 		$842K Buy
1,887
+52
+3% +$22.3K 0.08% 123
2024
Q1 		$781K Sell
1,835
-17
-0.9% -$7.37K 0.08% 131
2023
Q4 		$816K Sell
1,852
-102
-5% -$40.3K 0.09% 120
2023
Q3 		$714K Buy
1,954
+904
+86% +$355K 0.09% 122
2023
Q2 		$421K Sell
1,050
-1,036
-50% -$379K 0.05% 200
2023
Q1 		$719K Buy
2,086
+1,142
+121% +$402K 0.09% 131
2022
Q4 		$316K Sell
944
-143
-13% -$47.1K 0.04% 230
2022
Q3 		$332K Buy
1,087
+316
+41% +$113K 0.05% 222
2022
Q2 		$260K Buy
771
+103
+15% +$36.7K 0.04% 257
2022
Q1 		$274K Buy
+668
New +$272K 0.04% 259

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Marcum Wealth's SPGI Position: Q1 2025 in Review

Marcum Wealth increased its S&P Global (SPGI) stake by 0.74% in Q1 2025, buying an estimated $7.15K and bringing the position to 1,914 shares worth $973K. The position accounts for 0.08% of the portfolio, ranked #117.

Marcum Wealth first reported a position in SPGI in Q1 2022 and has held it in 13 quarters since. The position peaked at $974K in Q3 2024. 2,076 funds tracked by Wall St. Rank hold SPGI as of Q1 2025.

  • Marcum Wealth held 1,914 shares of S&P Global worth $973K as of Q1 2025.
  • Marcum Wealth bought 14 S&P Global shares in Q1 2025, an estimated $7.15K.
  • S&P Global made up 0.08% of Marcum Wealth's portfolio in Q1 2025, its #117 holding.
  • Marcum Wealth first reported a position in S&P Global in Q1 2022 and has held it in 13 quarters since.
  • Marcum Wealth's S&P Global position peaked at $974K in Q3 2024.
  • 2,076 funds tracked by Wall St. Rank held S&P Global as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.