World Equity Group’s S&P Global SPGI Stock Holding History

World Equity Group’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	–	Sell	-610	Closed	-$304K	–	365
2024 Q4	$304K	Buy	+610	New	+$310K	0.07%	264
2023 Q2	–	Sell	-23,741	Closed	-$582K	–	532
2023 Q1	$582K	Buy	23,741 +22,953	+2,913%	+$8.08M	0.09%	248
2022 Q4	$264K	Buy	788 +41	+5%	+$13.5K	0.06%	281
2022 Q3	$228K	Sell	747 -9	-1%	-$3.22K	0.06%	290
2022 Q2	$255K	Buy	756 +129	+21%	+$46K	0.06%	284
2022 Q1	$257K	Buy	+627	New	+$255K	0.06%	296

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

World Equity Group's SPGI Position: Q1 2025 in Review

World Equity Group sold out of S&P Global (SPGI) in Q1 2025, closing a stake of 610 shares — an estimated $304K sold.

World Equity Group first reported a position in SPGI in Q1 2022 and held it in 6 quarters. The position peaked at $582K in Q1 2023. 2,075 funds tracked by Wall St. Rank hold SPGI as of Q1 2025.

World Equity Group reported no remaining S&P Global position as of Q1 2025 after selling out during the quarter.
World Equity Group sold 610 S&P Global shares in Q1 2025, an estimated $304K.
World Equity Group first reported a position in S&P Global in Q1 2022 and held it in 6 quarters.
World Equity Group's S&P Global position peaked at $582K in Q1 2023.
2,075 funds tracked by Wall St. Rank held S&P Global as of Q1 2025.

Based on World Equity Group's 13F filing for Q1 2025, filed 22 Apr 2025.