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Aperture Investors’s S&P Global SPGI Stock Holding History

Aperture Investors’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
Q2 		– Sell
-6,836
Closed -$3.47M – 91
2025
Q1 		$3.47M Buy
6,836
+8
+0.1% +$4.09K 0.44% 57
2024
Q4 		$3.4M Buy
6,828
+1,992
+41% +$1.01M 0.43% 55
2024
Q3 		$2.5M Sell
4,836
-3,488
-42% -$1.73M 0.32% 63
2024
Q2 		$3.71M Hold
8,324
– – 0.54% 49
2024
Q1 		$3.54M Sell
8,324
-2,167
-21% -$939K 0.45% 57
2023
Q4 		$4.62M Sell
10,491
-1,198
-10% -$473K 0.81% 40
2023
Q3 		$4.27M Sell
11,689
-410
-3% -$161K 0.68% 42
2023
Q2 		$4.85M Sell
12,099
-1,602
-12% -$585K 0.58% 45
2023
Q1 		$4.72M Sell
13,701
-1,215
-8% -$428K 0.65% 42
2022
Q4 		$5M Buy
14,916
+5,989
+67% +$1.97M 0.81% 36
2022
Q3 		$2.73M Sell
8,927
-124
-1% -$44.4K 0.45% 49
2022
Q2 		$3.05M Sell
9,051
-4,797
-35% -$1.71M 0.51% 46
2022
Q1 		$5.68M Buy
+13,848
New +$5.64M 0.74% 39

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Aperture Investors's SPGI Position: Q2 2025 in Review

Aperture Investors sold out of S&P Global (SPGI) in Q2 2025, closing a stake of 6,836 shares — an estimated $3.47M sold.

Aperture Investors first reported a position in SPGI in Q1 2022 and held it in 13 quarters. The position peaked at $5.68M in Q1 2022. 2,062 funds tracked by Wall St. Rank hold SPGI as of Q2 2025.

  • Aperture Investors reported no remaining S&P Global position as of Q2 2025 after selling out during the quarter.
  • Aperture Investors sold 6,836 S&P Global shares in Q2 2025, an estimated $3.47M.
  • Aperture Investors first reported a position in S&P Global in Q1 2022 and held it in 13 quarters.
  • Aperture Investors's S&P Global position peaked at $5.68M in Q1 2022.
  • 2,062 funds tracked by Wall St. Rank held S&P Global as of Q2 2025.

Based on Aperture Investors's 13F filing for Q2 2025, filed 14 Aug 2025.