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XML Financial’s S&P Global SPGI Stock Holding History

XML Financial’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
2026
Q1 		$401K Buy
942
+155
+20% +$72K 0.03% 294
2025
Q4 		$411K Sell
787
-134
-15% -$66.3K 0.03% 282
2025
Q3 		$448K Hold
921
– – 0.04% 265
2025
Q2 		$486K Buy
921
+50
+6% +$25K 0.04% 243
2025
Q1 		$443K Buy
871
+92
+12% +$47K 0.04% 239
2024
Q4 		$388K Buy
779
+56
+8% +$28.4K 0.04% 261
2024
Q3 		$374K Buy
723
+65
+10% +$32.2K 0.03% 265
2024
Q2 		$293K Buy
658
+35
+6% +$15K 0.03% 278
2024
Q1 		$265K Buy
623
+105
+20% +$45.5K 0.03% 295
2023
Q4 		$228K Buy
+518
New +$204K 0.02% 302

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return