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

Transform 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 		$1.88M Buy
3,698
+8
+0.2% +$4.09K 0.11% 119
2024
Q4 		$1.84M Buy
3,690
+110
+3% +$55.8K 0.1% 122
2024
Q3 		$1.85M Hold
3,580
– – 0.12% 104
2024
Q2 		$1.6M Sell
3,580
-2
-0.1% -$858 0.12% 105
2024
Q1 		$1.52M Buy
3,582
+2
+0.1% +$867 0.14% 108
2023
Q4 		$1.58M Sell
3,580
-322
-8% -$127K 0.15% 114
2023
Q3 		$1.43M Sell
3,902
-5,700
-59% -$2.24M 0.15% 113
2023
Q2 		$3.85M Hold
9,602
– – 0.35% 91
2023
Q1 		$3.31M Buy
9,602
+3,608
+60% +$1.27M 0.31% 90
2022
Q4 		$2.01M Buy
5,994
+4,796
+400% +$1.58M 0.23% 97
2022
Q3 		$366K Sell
1,198
-283
-19% -$101K 0.05% 141
2022
Q2 		$499K Sell
1,481
-611
-29% -$218K 0.07% 126
2022
Q1 		$859K Buy
2,092
+450
+27% +$183K 0.1% 120
2021
Q4 		$775K Sell
1,642
-192
-10% -$87.8K 0.08% 129
2021
Q3 		$779K Sell
1,834
-182
-9% -$78.9K 0.09% 132
2021
Q2 		$827K Buy
2,016
+145
+8% +$55.7K 0.1% 132
2021
Q1 		$660K Sell
1,871
-11
-0.6% -$3.66K 0.13% 128
2020
Q4 		$619K Buy
+1,882
New +$635K 0.13% 133

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
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Transform Wealth's SPGI Position: Q1 2025 in Review

Transform Wealth increased its S&P Global (SPGI) stake by 0.22% in Q1 2025, buying an estimated $4.09K and bringing the position to 3,698 shares worth $1.88M. The position accounts for 0.11% of the portfolio, ranked #119.

Transform Wealth first reported a position in SPGI in Q4 2020 and has held it in 18 quarters since. The position peaked at $3.85M in Q2 2023. 2,076 funds tracked by Wall St. Rank hold SPGI as of Q1 2025.

  • Transform Wealth held 3,698 shares of S&P Global worth $1.88M as of Q1 2025.
  • Transform Wealth bought 8 S&P Global shares in Q1 2025, an estimated $4.09K.
  • S&P Global made up 0.11% of Transform Wealth's portfolio in Q1 2025, its #119 holding.
  • Transform Wealth first reported a position in S&P Global in Q4 2020 and has held it in 18 quarters since.
  • Transform Wealth's S&P Global position peaked at $3.85M in Q2 2023.
  • 2,076 funds tracked by Wall St. Rank held S&P Global as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.