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Arrow Financial’s S&P Global SPGI Stock Holding History

Arrow Financial’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
2024
Q4 		– Sell
-110
Closed -$56.8K – 305
2024
Q3 		$56.8K Hold
110
– – 0.01% 211
2024
Q2 		$49.1K Hold
110
– – ﹤0.01% 209
2024
Q1 		$46.8K Sell
110
-8
-7% -$3.47K ﹤0.01% 211
2023
Q4 		$52K Buy
118
+8
+7% +$3.16K 0.01% 205
2023
Q3 		$40.2K Hold
110
– – ﹤0.01% 214
2023
Q2 		$44.1K Hold
110
– – 0.01% 207
2023
Q1 		$37.9K Hold
110
– – ﹤0.01% 221
2022
Q4 		$37K Buy
110
+10
+10% +$3.3K 0.01% 229
2022
Q3 		$31K Hold
100
– – ﹤0.01% 233
2022
Q2 		$34K Hold
100
– – ﹤0.01% 232
2022
Q1 		$41K Buy
+100
New +$40.7K ﹤0.01% 229

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Arrow Financial's SPGI Position: Q4 2024 in Review

Arrow Financial sold out of S&P Global (SPGI) in Q4 2024, closing a stake of 110 shares — an estimated $56.8K sold.

Arrow Financial first reported a position in SPGI in Q1 2022 and held it in 11 quarters. The position peaked at $56.8K in Q3 2024. 2,038 funds tracked by Wall St. Rank hold SPGI as of Q4 2024.

  • Arrow Financial reported no remaining S&P Global position as of Q4 2024 after selling out during the quarter.
  • Arrow Financial sold 110 S&P Global shares in Q4 2024, an estimated $56.8K.
  • Arrow Financial first reported a position in S&P Global in Q1 2022 and held it in 11 quarters.
  • Arrow Financial's S&P Global position peaked at $56.8K in Q3 2024.
  • 2,038 funds tracked by Wall St. Rank held S&P Global as of Q4 2024.

Based on Arrow Financial's 13F filing for Q4 2024, filed 14 Feb 2025.