Northwestern Mutual Wealth Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69.9M | Buy |
132,584
+13,274
| +11% | +$7M | 0.05% | 182 |
|
|
2025
Q1 | $60.6M | Sell |
119,310
-24,325
| -17% | -$12.4M | 0.05% | 184 |
|
|
2024
Q4 | $71.5M | Buy |
143,635
+5,720
| +4% | +$2.85M | 0.06% | 152 |
|
|
2024
Q3 | $71.2M | Buy |
137,915
+9,887
| +8% | +$5.11M | 0.06% | 146 |
|
|
2024
Q2 | $57.1M | Sell |
128,028
-4,742
| -4% | -$2.11M | 0.06% | 160 |
|
|
2024
Q1 | $56.5M | Sell |
132,770
-1,673
| -1% | -$712K | 0.06% | 162 |
|
|
2023
Q4 | $59.2M | Buy |
134,443
+2,122
| +2% | +$935K | 0.07% | 141 |
|
|
2023
Q3 | $48.4M | Buy |
132,321
+2,694
| +2% | +$984K | 0.06% | 147 |
|
|
2023
Q2 | $52M | Buy |
129,627
+3,580
| +3% | +$1.44M | 0.07% | 145 |
|
|
2023
Q1 | $43.5M | Sell |
126,047
-510
| -0.4% | -$176K | 0.06% | 160 |
|
|
2022
Q4 | $42.4M | Buy |
126,557
+5,333
| +4% | +$1.79M | 0.06% | 166 |
|
|
2022
Q3 | $37M | Buy |
121,224
+14,535
| +14% | +$4.44M | 0.06% | 149 |
|
|
2022
Q2 | $36M | Buy |
106,689
+15,289
| +17% | +$5.15M | 0.06% | 154 |
|
|
2022
Q1 | $37.5M | Buy |
91,400
+19,656
| +27% | +$8.06M | 0.06% | 155 |
|
|
2021
Q4 | $33.9M | Sell |
71,744
-467
| -0.6% | -$220K | 0.06% | 156 |
|
|
2021
Q3 | $30.7M | Buy |
72,211
+11,323
| +19% | +$4.81M | 0.06% | 152 |
|
|
2021
Q2 | $25M | Buy |
60,888
+2,311
| +4% | +$949K | 0.05% | 164 |
|
|
2021
Q1 | $20.7M | Buy |
58,577
+21,098
| +56% | +$7.44M | 0.04% | 167 |
|
|
2020
Q4 | $12.3M | Buy |
37,479
+1,130
| +3% | +$371K | 0.03% | 211 |
|
|
2020
Q3 | $13.1M | Sell |
36,349
-158
| -0.4% | -$57K | 0.04% | 186 |
|
|
2020
Q2 | $12M | Buy |
36,507
+5,272
| +17% | +$1.74M | 0.04% | 184 |
|
|
2020
Q1 | $7.65M | Buy |
31,235
+28,101
| +897% | +$6.89M | 0.03% | 209 |
|
|
2019
Q4 | $855K | Buy |
3,134
+192
| +7% | +$52.4K | ﹤0.01% | 559 |
|
|
2019
Q3 | $720K | Buy |
2,942
+318
| +12% | +$77.8K | ﹤0.01% | 553 |
|
|
2019
Q2 | $598K | Buy |
2,624
+296
| +13% | +$67.5K | ﹤0.01% | 584 |
|
|
2019
Q1 | $490K | Buy |
2,328
+158
| +7% | +$33.3K | ﹤0.01% | 629 |
|
|
2018
Q4 | $369K | Buy |
2,170
+14
| +0.6% | +$2.38K | ﹤0.01% | 638 |
|
|
2018
Q3 | $421K | Buy |
2,156
+191
| +10% | +$37.3K | ﹤0.01% | 611 |
|
|
2018
Q2 | $401K | Sell |
1,965
-142
| -7% | -$29K | ﹤0.01% | 586 |
|
|
2018
Q1 | $403K | Buy |
2,107
+184
| +10% | +$35.2K | ﹤0.01% | 556 |
|
|
2017
Q4 | $326K | Buy |
1,923
+817
| +74% | +$139K | ﹤0.01% | 604 |
|
|
2017
Q3 | $173K | Sell |
1,106
-158
| -13% | -$24.7K | ﹤0.01% | 732 |
|
|
2017
Q2 | $185K | Buy |
+1,264
| New | +$185K | ﹤0.01% | 695 |
|
|
2017
Q1 | – | Sell |
-306
| Closed | -$33K | – | 2363 |
|
|
2016
Q4 | $33K | Buy |
+306
| New | +$33K | ﹤0.01% | 1170 |
|
|
2016
Q3 | – | Sell |
-295
| Closed | -$32K | – | 1334 |
|
|
2016
Q2 | $32K | Buy |
+295
| New | +$32K | ﹤0.01% | 1027 |
|