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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Aurora Private Wealth's SPGI Position: Q2 2025 in Review

Aurora Private Wealth sold out of S&P Global (SPGI) in Q2 2025, closing a stake of 500 shares — an estimated $254K sold.

Aurora Private Wealth first reported a position in SPGI in Q1 2020 and held it in 12 quarters. The position peaked at $258K in Q3 2024. 2,067 funds tracked by Wall St. Rank hold SPGI as of Q2 2025.

Aurora Private Wealth reported no remaining S&P Global position as of Q2 2025 after selling out during the quarter.
Aurora Private Wealth sold 500 S&P Global shares in Q2 2025, an estimated $254K.
Aurora Private Wealth first reported a position in S&P Global in Q1 2020 and held it in 12 quarters.
Aurora Private Wealth's S&P Global position peaked at $258K in Q3 2024.
2,067 funds tracked by Wall St. Rank held S&P Global as of Q2 2025.

Based on Aurora Private Wealth's 13F filing for Q2 2025, filed 24 Jul 2025.