MPWM Advisory Solutions’s S&P Global SPGI Stock Holding History

MPWM Advisory Solutions’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 Q2	–	Sell	-13	Closed	-$6.61K	–	723
2025 Q1	$6.61K	Hold	13	–	–	﹤0.01%	333
2024 Q4	$6.47K	Buy	+13	New	+$6.6K	﹤0.01%	347

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

MPWM Advisory Solutions's SPGI Position: Q2 2025 in Review

MPWM Advisory Solutions sold out of S&P Global (SPGI) in Q2 2025, closing a stake of 13 shares — an estimated $6.61K sold.

MPWM Advisory Solutions first reported a position in SPGI in Q4 2024 and held it in 2 quarters. The position peaked at $6.61K in Q1 2025. 2,062 funds tracked by Wall St. Rank hold SPGI as of Q2 2025.

MPWM Advisory Solutions reported no remaining S&P Global position as of Q2 2025 after selling out during the quarter.
MPWM Advisory Solutions sold 13 S&P Global shares in Q2 2025, an estimated $6.61K.
MPWM Advisory Solutions first reported a position in S&P Global in Q4 2024 and held it in 2 quarters.
MPWM Advisory Solutions's S&P Global position peaked at $6.61K in Q1 2025.
2,062 funds tracked by Wall St. Rank held S&P Global as of Q2 2025.

Based on MPWM Advisory Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.