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

Mattern 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
2026
Q1 		$271K Sell
637
-12
-2% -$5.57K 0.05% 129
2025
Q4 		$339K Hold
649
– – 0.07% 116
2025
Q3 		$316K Sell
649
-56
-8% -$30K 0.06% 120
2025
Q2 		$372K Sell
705
-47
-6% -$23.5K 0.08% 107
2025
Q1 		$382K Sell
752
-522
-41% -$267K 0.08% 116
2024
Q4 		$634K Sell
1,274
-148
-10% -$75.1K 0.14% 86
2024
Q3 		$735K Sell
1,422
-2,192
-61% -$1.08M 0.16% 83
2024
Q2 		$1.61M Sell
3,614
-248
-6% -$106K 0.39% 60
2024
Q1 		$1.64M Buy
3,862
+352
+10% +$153K 0.4% 70
2023
Q4 		$1.55M Buy
+3,510
New +$1.39M 0.4% 70

Other funds holding SPGI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return