SVB Wealth’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $431K | Sell |
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|
2025
Q2 | $523K | Sell |
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|
2025
Q1 | $1.31M | Sell |
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|
2024
Q4 | $2.28M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $2.05M | Sell |
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|
2024
Q1 | $2.19M | Buy |
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|
2023
Q4 | $1.54M | Sell |
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|
2023
Q3 | $1.68M | Sell |
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|
2023
Q2 | $2.06M | Sell |
|
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|
2023
Q1 | $1.9M | Sell |
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|
2022
Q4 | $2.02M | Sell |
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|
2022
Q3 | $1.99M | Buy |
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|
2022
Q2 | $1.57M | Sell |
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|
2022
Q1 | $2.26M | Buy |
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|
2021
Q4 | $1.62M | Sell |
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|
2021
Q3 | $1.72M | Buy |
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|
2021
Q2 | $1.41M | Buy |
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|
2021
Q1 | $1.17M | Buy |
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|
2020
Q4 | $1.05M | Buy |
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|
2020
Q3 | $1.14M | Buy |
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|
2020
Q2 | $984K | Buy |
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|
2020
Q1 | $718K | Sell |
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|
2019
Q4 | $819K | Buy |
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|
2019
Q3 | $651K | Buy |
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|
2019
Q2 | $558K | Buy |
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|
2019
Q1 | $515K | Sell |
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|
2018
Q4 | $686K | Sell |
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|
2018
Q3 | $960K | Buy |
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|
2018
Q2 | $821K | Buy |
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|
2018
Q1 | $517K | Sell |
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|
2017
Q4 | $464K | Buy |
|