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Mattson Financial Services’s S&P Global SPGI Stock Holding History

Mattson Financial Services’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 		– Sell
-31
Closed -$16K – 410
2024
Q4 		$16K Hold
31
– – 0.01% 237
2024
Q3 		$13.8K Hold
31
– – 0.01% 202
2024
Q2 		$13.8K Buy
+31
New +$13.3K ﹤0.01% 202

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

Mattson Financial Services's SPGI Position: Q1 2025 in Review

Mattson Financial Services sold out of S&P Global (SPGI) in Q1 2025, closing a stake of 31 shares — an estimated $16K sold.

Mattson Financial Services first reported a position in SPGI in Q2 2024 and held it in 3 quarters. The position peaked at $16K in Q4 2024. 2,075 funds tracked by Wall St. Rank hold SPGI as of Q1 2025.

  • Mattson Financial Services reported no remaining S&P Global position as of Q1 2025 after selling out during the quarter.
  • Mattson Financial Services sold 31 S&P Global shares in Q1 2025, an estimated $16K.
  • Mattson Financial Services first reported a position in S&P Global in Q2 2024 and held it in 3 quarters.
  • Mattson Financial Services's S&P Global position peaked at $16K in Q4 2024.
  • 2,075 funds tracked by Wall St. Rank held S&P Global as of Q1 2025.

Based on Mattson Financial Services's 13F filing for Q1 2025, filed 22 May 2025.