Smartleaf Asset Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.11M | Sell |
4,075
-91
| -2% | -$47.1K | 0.19% | 110 |
|
|
2025
Q1 | $2.09M | Buy |
4,166
+496
| +14% | +$249K | 0.2% | 106 |
|
|
2024
Q4 | $1.83M | Buy |
3,670
+541
| +17% | +$269K | 0.19% | 123 |
|
|
2024
Q3 | $1.6M | Buy |
3,129
+819
| +35% | +$420K | 0.19% | 119 |
|
|
2024
Q2 | $1.04M | Buy |
2,310
+419
| +22% | +$188K | 0.17% | 140 |
|
|
2024
Q1 | $800K | Buy |
1,891
+561
| +42% | +$237K | 0.15% | 158 |
|
|
2023
Q4 | $594K | Buy |
+1,330
| New | +$594K | 0.16% | 140 |
|