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Wambolt & Associates’s S&P Global SPGI Stock Holding History

Wambolt & Associates’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
Q2 		$438K Sell
828
-334
-29% -$167K 0.15% 123
2025
Q1 		$594K Sell
1,162
-74
-6% -$37.8K 0.2% 105
2024
Q4 		$616K Hold
1,236
– – 0.2% 107
2024
Q3 		$633K Sell
1,236
-7
-0.6% -$3.46K 0.17% 113
2024
Q2 		$555K Hold
1,243
– – 0.16% 119
2024
Q1 		$531K Buy
1,243
+14
+1% +$6.07K 0.16% 134
2023
Q4 		$541K Sell
1,229
-53
-4% -$20.9K 0.18% 156
2023
Q3 		$470K Buy
1,282
+28
+2% +$11K 0.17% 165
2023
Q2 		$503K Sell
1,254
-40
-3% -$14.6K 0.18% 157
2023
Q1 		$448K Sell
1,294
-44
-3% -$15.5K 0.16% 175
2022
Q4 		$448K Sell
1,338
-25
-2% -$8.24K 0.17% 162
2022
Q3 		$416K Hold
1,363
– – 0.18% 157
2022
Q2 		$459K Sell
1,363
-23
-2% -$8.2K 0.18% 157
2022
Q1 		$565K Sell
1,386
-20
-1% -$8.15K 0.21% 145
2021
Q4 		$664K Buy
1,406
+5
+0.4% +$2.29K 0.24% 128
2021
Q3 		$600K Sell
1,401
-6
-0.4% -$2.6K 0.24% 134
2021
Q2 		$580K Buy
1,407
+32
+2% +$12.3K 0.25% 129
2021
Q1 		$499K Sell
1,375
-32
-2% -$10.7K 0.26% 130
2020
Q4 		$463K Buy
1,407
+184
+15% +$62.1K 0.28% 124
2020
Q3 		$441K Hold
1,223
– – 0.33% 109
2020
Q2 		$403K Hold
1,223
– – 0.32% 122
2020
Q1 		$300K Sell
1,223
-71
-5% -$19.5K 0.31% 116
2019
Q4 		$353K Sell
1,294
-25
-2% -$6.5K 0.27% 120
2019
Q3 		$323K Sell
1,319
-417
-24% -$104K 0.27% 120
2019
Q2 		$395K Sell
1,736
-8
-0.5% -$1.75K 0.33% 103
2019
Q1 		$375K Buy
1,744
+53
+3% +$10.3K 0.34% 98
2018
Q4 		$287K Buy
+1,691
New +$303K 0.32% 107

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

Wambolt & Associates's SPGI Position: Q2 2025 in Review

Wambolt & Associates reduced its S&P Global (SPGI) stake by 29% in Q2 2025, selling an estimated $167K and leaving 828 shares worth $438K. The position accounts for 0.15% of the portfolio, ranked #123.

Wambolt & Associates first reported a position in SPGI in Q4 2018 and has held it in 27 quarters since. The position peaked at $664K in Q4 2021. 2,063 funds tracked by Wall St. Rank hold SPGI as of Q2 2025.

  • Wambolt & Associates held 828 shares of S&P Global worth $438K as of Q2 2025.
  • Wambolt & Associates sold 334 S&P Global shares in Q2 2025, an estimated $167K.
  • S&P Global made up 0.15% of Wambolt & Associates's portfolio in Q2 2025, its #123 holding.
  • Wambolt & Associates first reported a position in S&P Global in Q4 2018 and has held it in 27 quarters since.
  • Wambolt & Associates's S&P Global position peaked at $664K in Q4 2021.
  • 2,063 funds tracked by Wall St. Rank held S&P Global as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.