PWM
SPGI icon

Parkworth Wealth Management’s S&P Global SPGI Stock Holding History

Parkworth Wealth Management’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 		$4.22K Buy
8
+5
+167% +$2.5K ﹤0.01% 184
2025
Q1 		$1.52K Hold
3
– – ﹤0.01% 202
2024
Q4 		$1.49K Buy
+3
New +$1.52K ﹤0.01% 218

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

Parkworth Wealth Management's SPGI Position: Q2 2025 in Review

Parkworth Wealth Management increased its S&P Global (SPGI) stake by 167% in Q2 2025, buying an estimated $2.5K and bringing the position to 8 shares worth $4.22K. The position accounts for ﹤0.01% of the portfolio, ranked #184.

Parkworth Wealth Management first reported a position in SPGI in Q4 2024 and has held it in 3 quarters since. 2,062 funds tracked by Wall St. Rank hold SPGI as of Q2 2025.

  • Parkworth Wealth Management held 8 shares of S&P Global worth $4.22K as of Q2 2025.
  • Parkworth Wealth Management bought 5 S&P Global shares in Q2 2025, an estimated $2.5K.
  • S&P Global made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #184 holding.
  • Parkworth Wealth Management first reported a position in S&P Global in Q4 2024 and has held it in 3 quarters since.
  • 2,062 funds tracked by Wall St. Rank held S&P Global as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.