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Adero Partners’s S&P Global SPGI Stock Holding History

Adero Partners’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 		$290K Sell
571
-5
-0.9% -$2.56K 0.02% 182
2024
Q4 		$287K Buy
576
+31
+6% +$15.7K 0.02% 175
2024
Q3 		$282K Buy
545
+26
+5% +$12.9K 0.02% 176
2024
Q2 		$232K Sell
519
-33
-6% -$14.2K 0.02% 185
2024
Q1 		$235K Sell
552
-68
-11% -$29.5K 0.02% 174
2023
Q4 		$273K Buy
+620
New +$245K 0.02% 152
2022
Q2 		– Sell
-488
Closed -$200K – 166
2022
Q1 		$200K Buy
+488
New +$199K 0.03% 154

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Adero Partners's SPGI Position: Q1 2025 in Review

Adero Partners reduced its S&P Global (SPGI) stake by 0.87% in Q1 2025, selling an estimated $2.56K and leaving 571 shares worth $290K. The position accounts for 0.02% of the portfolio, ranked #182.

Adero Partners first reported a position in SPGI in Q1 2022 and has held it in 7 quarters since. 2,076 funds tracked by Wall St. Rank hold SPGI as of Q1 2025.

  • Adero Partners held 571 shares of S&P Global worth $290K as of Q1 2025.
  • Adero Partners sold 5 S&P Global shares in Q1 2025, an estimated $2.56K.
  • S&P Global made up 0.02% of Adero Partners's portfolio in Q1 2025, its #182 holding.
  • Adero Partners first reported a position in S&P Global in Q1 2022 and has held it in 7 quarters since.
  • 2,076 funds tracked by Wall St. Rank held S&P Global as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.