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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
Q2 		– Sell
-637
Closed -$271K – 190
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Mattern Wealth Management's SPGI Position: Q2 2026 in Review

Mattern Wealth Management sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 637 shares — an estimated $271K sold.

Mattern Wealth Management first reported a position in SPGI in Q4 2023 and held it in 10 quarters. The position peaked at $1.64M in Q1 2024. 2,016 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Mattern Wealth Management reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • Mattern Wealth Management sold 637 S&P Global shares in Q2 2026, an estimated $271K.
  • Mattern Wealth Management first reported a position in S&P Global in Q4 2023 and held it in 10 quarters.
  • Mattern Wealth Management's S&P Global position peaked at $1.64M in Q1 2024.
  • 2,016 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.