Aurora Private Wealth’s S&P Global SPGI Stock Holding History

Aurora Private Wealth’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	-500	Closed	-$254K	–	172
2025 Q1	$254K	Hold	500	–	–	0.2%	117
2024 Q4	$249K	Hold	500	–	–	0.19%	125
2024 Q3	$258K	Hold	500	–	–	0.2%	121
2024 Q2	$223K	Hold	500	–	–	0.2%	133
2024 Q1	$214K	Hold	500	–	–	0.19%	143
2023 Q4	$220K	Buy	+500	New	+$197K	0.21%	138
2023 Q3	–	Sell	-500	Closed	-$200K	–	144
2023 Q2	$200K	Buy	+500	New	+$183K	0.23%	127
2022 Q2	–	Sell	-500	Closed	-$205K	–	198
2022 Q1	$205K	Hold	500	–	–	0.08%	182
2021 Q4	$236K	Hold	500	–	–	0.1%	169
2021 Q3	$212K	Hold	500	–	–	0.09%	194
2021 Q2	$205K	Buy	+500	New	+$192K	0.08%	192
2020 Q2	–	Sell	-1,008	Closed	-$247K	–	231
2020 Q1	$247K	Buy	+1,008	New	+$276K	0.09%	189

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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 Oslo, Norway $935B AUM