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

Adero Partners’s Portfolio SPGI Stock Details SPGI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$290K	Sell
2024 Q4	$287K	Buy
2024 Q3	$282K	Buy
2024 Q2	$232K	Sell
2024 Q1	$235K	Sell
2023 Q4	$273K	Buy
2022 Q2	–	Sell
2022 Q1	$200K	Buy