OF
SPGI icon

Optimize Financial’s S&P Global SPGI Stock Holding History

Optimize Financial’s Portfolio SPGI Stock Details SPGI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$381K Sell
723
-4
-0.6% -$2.11K 0.23% 124
2025
Q1 		$369K Buy
727
+73
+11% +$37.1K 0.27% 134
2024
Q4 		$326K Buy
+654
New +$326K 0.24% 126