MPW
SPGI icon

Monterey Private Wealth’s S&P Global SPGI Stock Holding History

Monterey Private Wealth’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 		$1.1M Buy
2,171
+4
+0.2% +$2.04K 0.33% 37
2024
Q4 		$1.08M Sell
2,167
-2
-0.1% -$1.01K 0.36% 37
2024
Q3 		$1.12M Buy
2,169
+3
+0.1% +$1.49K 0.38% 37
2024
Q2 		$966K Buy
2,166
+118
+6% +$50.6K 0.36% 39
2024
Q1 		$871K Buy
2,048
+4
+0.2% +$1.73K 0.35% 38
2023
Q4 		$900K Buy
2,044
+101
+5% +$39.9K 0.41% 35
2023
Q3 		$710K Buy
1,943
+4
+0.2% +$1.57K 0.36% 40
2023
Q2 		$777K Buy
1,939
+4
+0.2% +$1.46K 0.38% 37
2023
Q1 		$667K Buy
1,935
+5
+0.3% +$1.76K 0.34% 44
2022
Q4 		$646K Sell
1,930
-89
-4% -$29.3K 0.35% 44
2022
Q3 		$627K Buy
2,019
+4
+0.2% +$1.43K 0.38% 41
2022
Q2 		$679K Buy
2,015
+34
+2% +$12.1K 0.39% 40
2022
Q1 		$830K Buy
1,981
+4
+0.2% +$1.63K 0.4% 38
2021
Q4 		$933K Buy
1,977
+2
+0.1% +$915 0.46% 37
2021
Q3 		$839K Sell
1,975
-15
-0.8% -$6.5K 0.47% 35
2021
Q2 		$817K Buy
1,990
+226
+13% +$86.9K 0.47% 34
2021
Q1 		$677K Buy
1,764
+4
+0.2% +$1.33K 0.37% 35
2020
Q4 		$579K Buy
1,760
+3
+0.2% +$1.01K 0.33% 40
2020
Q3 		$633K Buy
1,757
+4
+0.2% +$1.41K 0.41% 33
2020
Q2 		$578K Buy
1,753
+4
+0.2% +$1.2K 0.41% 33
2020
Q1 		$429K Sell
1,749
-51
-3% -$14K 0.37% 38
2019
Q4 		$492K Buy
+1,800
New +$468K 0.39% 37

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

Monterey Private Wealth's SPGI Position: Q1 2025 in Review

Monterey Private Wealth increased its S&P Global (SPGI) stake by 0.18% in Q1 2025, buying an estimated $2.04K and bringing the position to 2,171 shares worth $1.1M. The position accounts for 0.33% of the portfolio, ranked #37.

Monterey Private Wealth first reported a position in SPGI in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.12M in Q3 2024. 2,075 funds tracked by Wall St. Rank hold SPGI as of Q1 2025.

  • Monterey Private Wealth held 2,171 shares of S&P Global worth $1.1M as of Q1 2025.
  • Monterey Private Wealth bought 4 S&P Global shares in Q1 2025, an estimated $2.04K.
  • S&P Global made up 0.33% of Monterey Private Wealth's portfolio in Q1 2025, its #37 holding.
  • Monterey Private Wealth first reported a position in S&P Global in Q4 2019 and has held it in 22 quarters since.
  • Monterey Private Wealth's S&P Global position peaked at $1.12M in Q3 2024.
  • 2,075 funds tracked by Wall St. Rank held S&P Global as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.