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

Smallwood Wealth Investment 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 Q3	$29.2K	Buy
2025 Q2	$29.5K	Hold
2025 Q1	$28.5K	Buy