XML Financial’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $486K | Buy |
921
+50
| +6% | +$26.4K | 0.04% | 242 |
|
|
2025
Q1 | $443K | Buy |
871
+92
| +12% | +$46.7K | 0.04% | 238 |
|
|
2024
Q4 | $388K | Buy |
779
+56
| +8% | +$27.9K | 0.04% | 259 |
|
|
2024
Q3 | $374K | Buy |
723
+65
| +10% | +$33.6K | 0.03% | 265 |
|
|
2024
Q2 | $293K | Buy |
658
+35
| +6% | +$15.6K | 0.03% | 278 |
|
|
2024
Q1 | $265K | Buy |
623
+105
| +20% | +$44.7K | 0.03% | 295 |
|
|
2023
Q4 | $228K | Buy |
+518
| New | +$228K | 0.02% | 302 |
|