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AMS Capital’s S&P Global SPGI Stock Holding History

AMS Capital’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
-13,051
Closed -$6.88M – 17
2025
Q2 		$6.88M Buy
13,051
+5,845
+81% +$2.92M 2.6% 13
2025
Q1 		$3.66M Sell
7,206
-11,168
-61% -$5.71M 1.51% 15
2024
Q4 		$9.15M Sell
18,374
-3,458
-16% -$1.75M 4.6% 8
2024
Q3 		$11.3M Sell
21,832
-1,562
-7% -$773K 1.97% 8
2024
Q2 		$10.4M Hold
23,394
– – 2.18% 10
2024
Q1 		$8.69M Buy
23,394
+2,003
+9% +$868K 2.38% 9
2023
Q4 		$9.42M Buy
21,391
+261
+1% +$103K 3.52% 6
2023
Q3 		$7.72M Buy
21,130
+4,919
+30% +$1.93M 8.55% 4
2023
Q2 		$6.5M Buy
16,211
+4,233
+35% +$1.55M 7.64% 5
2023
Q1 		$4.13K Buy
11,978
+4,265
+55% +$1.5M 5.06% 10
2022
Q4 		$2.58M Sell
7,713
-22,532
-74% -$7.43M 2.05% 12
2022
Q3 		$9.42M Buy
30,245
+530
+2% +$190K 5.96% 8
2022
Q2 		$10M Buy
29,715
+9,974
+51% +$3.56M 5.29% 8
2022
Q1 		$8.1M Buy
19,741
+13,391
+211% +$5.45M 3.05% 13
2021
Q4 		$3M Buy
+6,350
New +$2.9M 0.67% 23

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 $1.89T 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 $535B AUM 26.23% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

AMS Capital's SPGI Position: Q3 2025 in Review

AMS Capital sold out of S&P Global (SPGI) in Q3 2025, closing a stake of 13,051 shares — an estimated $6.88M sold.

AMS Capital first reported a position in SPGI in Q4 2021 and held it in 15 quarters. The position peaked at $11.3M in Q3 2024. 2,055 funds tracked by Wall St. Rank hold SPGI as of Q3 2025.

  • AMS Capital reported no remaining S&P Global position as of Q3 2025 after selling out during the quarter.
  • AMS Capital sold 13,051 S&P Global shares in Q3 2025, an estimated $6.88M.
  • AMS Capital first reported a position in S&P Global in Q4 2021 and held it in 15 quarters.
  • AMS Capital's S&P Global position peaked at $11.3M in Q3 2024.
  • 2,055 funds tracked by Wall St. Rank held S&P Global as of Q3 2025.

Based on AMS Capital's 13F filing for Q3 2025, filed 10 Dec 2025.