AG
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Algert Global’s S&P Global SPGI Stock Holding History

Algert Global’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
Q3 		– Sell
-2,328
Closed -$1.23M – 1330
2025
Q2 		$1.23M Sell
2,328
-1,092
-32% -$545K 0.03% 759
2025
Q1 		$1.74M Buy
3,420
+240
+8% +$123K 0.04% 639
2024
Q4 		$1.58M Buy
+3,180
New +$1.61M 0.04% 680
2020
Q4 		– Sell
-4,587
Closed -$1.65M – 493
2020
Q3 		$1.65M Sell
4,587
-248
-5% -$87.5K 0.53% 58
2020
Q2 		$1.59M Buy
4,835
+2,433
+101% +$732K 0.54% 47
2020
Q1 		$589K Buy
+2,402
New +$659K 0.25% 148

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Algert Global's SPGI Position: Q3 2025 in Review

Algert Global sold out of S&P Global (SPGI) in Q3 2025, closing a stake of 2,328 shares — an estimated $1.23M sold.

Algert Global first reported a position in SPGI in Q1 2020 and held it in 6 quarters. The position peaked at $1.74M in Q1 2025. 2,058 funds tracked by Wall St. Rank hold SPGI as of Q3 2025.

  • Algert Global reported no remaining S&P Global position as of Q3 2025 after selling out during the quarter.
  • Algert Global sold 2,328 S&P Global shares in Q3 2025, an estimated $1.23M.
  • Algert Global first reported a position in S&P Global in Q1 2020 and held it in 6 quarters.
  • Algert Global's S&P Global position peaked at $1.74M in Q1 2025.
  • 2,058 funds tracked by Wall St. Rank held S&P Global as of Q3 2025.

Based on Algert Global's 13F filing for Q3 2025, filed 14 Nov 2025.