Barnes Pettey Financial Advisors’s S&P Global SPGI Stock Holding History

Barnes Pettey Financial Advisors’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 Q1	–	Sell	-666	Closed	-$332K	–	105
2024 Q4	$332K	Hold	666	–	–	0.25%	70
2024 Q3	$344K	Sell	666 -32	-5%	-$15.8K	0.27%	63
2024 Q2	$311K	Hold	698	–	–	0.27%	63
2024 Q1	$297K	Hold	698	–	–	0.26%	67
2023 Q4	$307K	Hold	698	–	–	0.25%	69
2023 Q3	$255K	Hold	698	–	–	0.23%	77
2023 Q2	$280K	Hold	698	–	–	0.24%	80
2023 Q1	$241K	Sell	698 -12	-2%	-$4.22K	0.23%	86
2022 Q4	$238K	Buy	+710	New	+$234K	0.25%	88
2022 Q3	–	Sell	-603	Closed	-$203K	–	91
2022 Q2	$203K	Sell	603 -11	-2%	-$3.92K	0.26%	85
2022 Q1	$252K	Buy	+614	New	+$250K	0.3%	76

Other funds holding SPGI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Barnes Pettey Financial Advisors's SPGI Position: Q1 2025 in Review

Barnes Pettey Financial Advisors sold out of S&P Global (SPGI) in Q1 2025, closing a stake of 666 shares — an estimated $332K sold.

Barnes Pettey Financial Advisors first reported a position in SPGI in Q1 2022 and held it in 11 quarters. The position peaked at $344K in Q3 2024. 2,076 funds tracked by Wall St. Rank hold SPGI as of Q1 2025.

Barnes Pettey Financial Advisors reported no remaining S&P Global position as of Q1 2025 after selling out during the quarter.
Barnes Pettey Financial Advisors sold 666 S&P Global shares in Q1 2025, an estimated $332K.
Barnes Pettey Financial Advisors first reported a position in S&P Global in Q1 2022 and held it in 11 quarters.
Barnes Pettey Financial Advisors's S&P Global position peaked at $344K in Q3 2024.
2,076 funds tracked by Wall St. Rank held S&P Global as of Q1 2025.

Based on Barnes Pettey Financial Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.