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NewSquare Capital’s S&P Global SPGI Stock Holding History

NewSquare Capital’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
Q3 		– Sell
-248
Closed -$131K – 1082
2025
Q2 		$131K Buy
248
+113
+84% +$56.4K 0.01% 200
2025
Q1 		$68.6K Buy
135
+121
+864% +$61.8K 0.01% 211
2024
Q4 		$6.97K Buy
+14
New +$7.1K ﹤0.01% 317
2023
Q4 		– Sell
-3
Closed -$1.1K – 615
2023
Q3 		$1.1K Buy
+3
New +$1.18K ﹤0.01% 487

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

NewSquare Capital's SPGI Position: Q3 2025 in Review

NewSquare Capital sold out of S&P Global (SPGI) in Q3 2025, closing a stake of 248 shares — an estimated $131K sold.

NewSquare Capital first reported a position in SPGI in Q3 2023 and held it in 4 quarters. The position peaked at $131K in Q2 2025. 2,052 funds tracked by Wall St. Rank hold SPGI as of Q3 2025.

  • NewSquare Capital reported no remaining S&P Global position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 248 S&P Global shares in Q3 2025, an estimated $131K.
  • NewSquare Capital first reported a position in S&P Global in Q3 2023 and held it in 4 quarters.
  • NewSquare Capital's S&P Global position peaked at $131K in Q2 2025.
  • 2,052 funds tracked by Wall St. Rank held S&P Global as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.