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

Austin 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
-561
Closed -$285K – 326
2025
Q1 		$285K Buy
561
+12
+2% +$6.13K 0.03% 232
2024
Q4 		$273K Buy
549
+98
+22% +$49.7K 0.03% 229
2024
Q3 		$233K Buy
+451
New +$223K 0.02% 237

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

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

Austin Private Wealth sold out of S&P Global (SPGI) in Q2 2025, closing a stake of 561 shares — an estimated $285K sold.

Austin Private Wealth first reported a position in SPGI in Q3 2024 and held it in 3 quarters. The position peaked at $285K in Q1 2025. 2,062 funds tracked by Wall St. Rank hold SPGI as of Q2 2025.

  • Austin Private Wealth reported no remaining S&P Global position as of Q2 2025 after selling out during the quarter.
  • Austin Private Wealth sold 561 S&P Global shares in Q2 2025, an estimated $285K.
  • Austin Private Wealth first reported a position in S&P Global in Q3 2024 and held it in 3 quarters.
  • Austin Private Wealth's S&P Global position peaked at $285K in Q1 2025.
  • 2,062 funds tracked by Wall St. Rank held S&P Global as of Q2 2025.

Based on Austin Private Wealth's 13F filing for Q2 2025, filed 1 Aug 2025.