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

MGB 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
2025
Q4 		$403K Buy
772
+1
+0.1% +$495 0.12% 149
2025
Q3 		$376K Buy
771
+100
+15% +$53.5K 0.11% 158
2025
Q2 		$354K Sell
671
-50
-7% -$25K 0.12% 157
2025
Q1 		$366K Buy
721
+220
+44% +$112K 0.13% 147
2024
Q4 		$250K Buy
501
+38
+8% +$19.3K 0.08% 174
2024
Q3 		$239K Hold
463
– – 0.09% 170
2024
Q2 		$221K Buy
+463
New +$199K 0.08% 178

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

MGB Wealth Management's SPGI Position: Q4 2025 in Review

MGB Wealth Management increased its S&P Global (SPGI) stake by 0.13% in Q4 2025, buying an estimated $495 and bringing the position to 772 shares worth $403K. The position accounts for 0.12% of the portfolio, ranked #149.

MGB Wealth Management first reported a position in SPGI in Q2 2024 and has held it in 7 quarters since. 2,194 funds tracked by Wall St. Rank hold SPGI as of Q4 2025.

  • MGB Wealth Management held 772 shares of S&P Global worth $403K as of Q4 2025.
  • MGB Wealth Management bought 1 S&P Global share in Q4 2025, an estimated $495.
  • S&P Global made up 0.12% of MGB Wealth Management's portfolio in Q4 2025, its #149 holding.
  • MGB Wealth Management first reported a position in S&P Global in Q2 2024 and has held it in 7 quarters since.
  • 2,194 funds tracked by Wall St. Rank held S&P Global as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.