SPWM
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Spartan Planning & Wealth Management’s S&P Global SPGI Stock Holding History

Spartan Planning & 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
2023
Q4 		$61.7K Sell
140
-120
-46% -$47.4K 0.07% 127
2023
Q3 		$95K Buy
+260
New +$102K 0.11% 75
2022
Q4 		$335 Buy
+1
New +$330 ﹤0.01% 142

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Spartan Planning & Wealth Management's SPGI Position: Q4 2023 in Review

Spartan Planning & Wealth Management reduced its S&P Global (SPGI) stake by 46% in Q4 2023, selling an estimated $47.4K and leaving 140 shares worth $61.7K. The position accounts for 0.07% of the portfolio, ranked #127.

Spartan Planning & Wealth Management first reported a position in SPGI in Q4 2022 and has held it in 3 quarters since. The position peaked at $95K in Q3 2023. 1,767 funds tracked by Wall St. Rank hold SPGI as of Q4 2023.

  • Spartan Planning & Wealth Management held 140 shares of S&P Global worth $61.7K as of Q4 2023.
  • Spartan Planning & Wealth Management sold 120 S&P Global shares in Q4 2023, an estimated $47.4K.
  • S&P Global made up 0.07% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #127 holding.
  • Spartan Planning & Wealth Management first reported a position in S&P Global in Q4 2022 and has held it in 3 quarters since.
  • Spartan Planning & Wealth Management's S&P Global position peaked at $95K in Q3 2023.
  • 1,767 funds tracked by Wall St. Rank held S&P Global as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.