Advanced Portfolio Management’s S&P Global SPGI Stock Holding History

Advanced Portfolio Management’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 Q4	–	Sell	-36	Closed	-$17.5K	–	124
2025 Q3	$17.5K	Buy	+36	New	+$19.3K	0.05%	52
2024 Q4	–	Sell	-2,572	Closed	-$1.33M	–	73
2024 Q3	$1.33M	Sell	2,572 -2,229	-46%	-$1.1M	1.37%	26
2024 Q2	$2.14M	Hold	4,801	–	–	1.41%	29
2024 Q1	$2.04M	Buy	+4,801	New	+$2.08M	3.86%	14
2023 Q4	–	Sell	-3,733	Closed	-$1.36M	–	109
2023 Q3	$1.36M	Buy	3,733 +1,445	+63%	+$568K	1.15%	27
2023 Q2	$917K	Buy	+2,288	New	+$836K	0.84%	30

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advanced Portfolio Management's SPGI Position: Q4 2025 in Review

Advanced Portfolio Management sold out of S&P Global (SPGI) in Q4 2025, closing a stake of 36 shares — an estimated $17.5K sold.

Advanced Portfolio Management first reported a position in SPGI in Q2 2023 and held it in 6 quarters. The position peaked at $2.14M in Q2 2024. 2,194 funds tracked by Wall St. Rank hold SPGI as of Q4 2025.

Advanced Portfolio Management reported no remaining S&P Global position as of Q4 2025 after selling out during the quarter.
Advanced Portfolio Management sold 36 S&P Global shares in Q4 2025, an estimated $17.5K.
Advanced Portfolio Management first reported a position in S&P Global in Q2 2023 and held it in 6 quarters.
Advanced Portfolio Management's S&P Global position peaked at $2.14M in Q2 2024.
2,194 funds tracked by Wall St. Rank held S&P Global as of Q4 2025.

Based on Advanced Portfolio Management's 13F filing for Q4 2025, filed 17 Feb 2026.