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Alpha Cubed Investments’s S&P Global SPGI Stock Holding History

Alpha Cubed Investments’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
2020
Q4 		– Sell
-100
Closed -$4K – 270
2020
Q3 		$4K Buy
+100
New +$35.3K ﹤0.01% 230

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 $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Alpha Cubed Investments's SPGI Position: Q4 2025 in Review

Alpha Cubed Investments reduced its S&P Global (SPGI) stake by 0.77% in Q4 2025, selling an estimated $5.44K and leaving 1,414 shares worth $739K. The position accounts for 0.03% of the portfolio, ranked #141.

Alpha Cubed Investments first reported a position in SPGI in Q2 2016 and has held it in 39 quarters since. The position peaked at $2.81M in Q1 2022. 2,197 funds tracked by Wall St. Rank hold SPGI as of Q4 2025.

  • Alpha Cubed Investments held 1,414 shares of S&P Global worth $739K as of Q4 2025.
  • Alpha Cubed Investments sold 11 S&P Global shares in Q4 2025, an estimated $5.44K.
  • S&P Global made up 0.03% of Alpha Cubed Investments's portfolio in Q4 2025, its #141 holding.
  • Alpha Cubed Investments first reported a position in S&P Global in Q2 2016 and has held it in 39 quarters since.
  • Alpha Cubed Investments's S&P Global position peaked at $2.81M in Q1 2022.
  • 2,197 funds tracked by Wall St. Rank held S&P Global as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.