WLIM
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White Lighthouse Investment Management’s S&P Global SPGI Stock Holding History

White Lighthouse Investment Management’s Portfolio SPGI Stock Details SPGI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$266K Sell
505
-50
-9% -$26.4K 0.04% 119
2025
Q1 		$282K Hold
555
– – 0.05% 114
2024
Q4 		$276K Buy
+555
New +$276K 0.05% 115