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Maxwell Wealth Strategies’s S&P Global SPGI Stock Holding History

Maxwell Wealth Strategies’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
2024
Q4 		$2.1M Sell
4,209
-35
-0.8% -$17.8K 0.86% 35
2024
Q3 		$2.08M Buy
4,244
+934
+28% +$462K 0.88% 41
2024
Q2 		$1.48M Buy
3,310
+13
+0.4% +$5.58K 0.72% 45
2024
Q1 		$1.39M Buy
+3,297
New +$1.43M 0.7% 52

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Maxwell Wealth Strategies's SPGI Position: Q4 2024 in Review

Maxwell Wealth Strategies reduced its S&P Global (SPGI) stake by 0.82% in Q4 2024, selling an estimated $17.8K and leaving 4,209 shares worth $2.1M. The position accounts for 0.86% of the portfolio, ranked #35.

Maxwell Wealth Strategies first reported a position in SPGI in Q1 2024 and has held it in 4 quarters since. 2,038 funds tracked by Wall St. Rank hold SPGI as of Q4 2024.

  • Maxwell Wealth Strategies held 4,209 shares of S&P Global worth $2.1M as of Q4 2024.
  • Maxwell Wealth Strategies sold 35 S&P Global shares in Q4 2024, an estimated $17.8K.
  • S&P Global made up 0.86% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #35 holding.
  • Maxwell Wealth Strategies first reported a position in S&P Global in Q1 2024 and has held it in 4 quarters since.
  • 2,038 funds tracked by Wall St. Rank held S&P Global as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.