Solidarity Wealth’s S&P Global SPGI Stock Holding History

Solidarity Wealth’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 Q1	–	Sell	-4,026	Closed	-$2.01M	–	95
2024 Q4	$2.01M	Sell	4,026 -100	-2%	-$50.7K	0.52%	35
2024 Q3	$2.13M	Sell	4,126 -1,200	-23%	-$594K	0.58%	37
2024 Q2	$2.38M	Sell	5,326 -1,500	-22%	-$644K	0.72%	36
2024 Q1	$2.9M	Buy	+6,826	New	+$2.96M	0.91%	35
2023 Q4	–	Sell	-4,026	Closed	-$1.47M	–	94
2023 Q3	$1.47M	Buy	+4,026	New	+$1.58M	0.53%	43
2023 Q2	–	Sell	-4,926	Closed	-$1.7M	–	96
2023 Q1	$1.7M	Buy	+4,926	New	+$1.73M	0.77%	40

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Solidarity Wealth's SPGI Position: Q1 2025 in Review

Solidarity Wealth sold out of S&P Global (SPGI) in Q1 2025, closing a stake of 4,026 shares — an estimated $2.01M sold.

Solidarity Wealth first reported a position in SPGI in Q1 2023 and held it in 6 quarters. The position peaked at $2.9M in Q1 2024. 2,076 funds tracked by Wall St. Rank hold SPGI as of Q1 2025.

Solidarity Wealth reported no remaining S&P Global position as of Q1 2025 after selling out during the quarter.
Solidarity Wealth sold 4,026 S&P Global shares in Q1 2025, an estimated $2.01M.
Solidarity Wealth first reported a position in S&P Global in Q1 2023 and held it in 6 quarters.
Solidarity Wealth's S&P Global position peaked at $2.9M in Q1 2024.
2,076 funds tracked by Wall St. Rank held S&P Global as of Q1 2025.

Based on Solidarity Wealth's 13F filing for Q1 2025, filed 7 May 2025.