WR Wealth Planners’s S&P Global SPGI Stock Holding History

WR Wealth Planners’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
2024 Q4	$539K	Buy	1,082 +4	+0.4%	+$2.03K	0.17%	89
2024 Q3	$557K	Buy	1,078 +2	+0.2%	+$990	0.15%	96
2024 Q2	$480K	Buy	1,076 +19	+2%	+$8.15K	0.15%	97
2024 Q1	$450K	Buy	1,057 +6	+0.6%	+$2.6K	0.14%	103
2023 Q4	$463K	Buy	1,051 +1	+0.1%	+$395	0.17%	108
2023 Q3	$384K	Sell	1,050 -259	-20%	-$102K	0.15%	114
2023 Q2	$525K	Buy	1,309 +800	+157%	+$292K	0.2%	79
2023 Q1	$175K	Buy	+509	New	+$179K	0.08%	169
2022 Q4	–	Sell	-1	Closed	-$305	–	536
2022 Q3	$305	Buy	+1	New	+$358	﹤0.01%	463

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

WR Wealth Planners's SPGI Position: Q4 2024 in Review

WR Wealth Planners increased its S&P Global (SPGI) stake by 0.37% in Q4 2024, buying an estimated $2.03K and bringing the position to 1,082 shares worth $539K. The position accounts for 0.17% of the portfolio, ranked #89.

WR Wealth Planners first reported a position in SPGI in Q3 2022 and has held it in 9 quarters since. The position peaked at $557K in Q3 2024. 2,039 funds tracked by Wall St. Rank hold SPGI as of Q4 2024.

WR Wealth Planners held 1,082 shares of S&P Global worth $539K as of Q4 2024.
WR Wealth Planners bought 4 S&P Global shares in Q4 2024, an estimated $2.03K.
S&P Global made up 0.17% of WR Wealth Planners's portfolio in Q4 2024, its #89 holding.
WR Wealth Planners first reported a position in S&P Global in Q3 2022 and has held it in 9 quarters since.
WR Wealth Planners's S&P Global position peaked at $557K in Q3 2024.
2,039 funds tracked by Wall St. Rank held S&P Global as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.