Beacon Capital Management LLC (Tennessee)’s S&P Global SPGI Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 Q3	–	Sell	-67	Closed	-$35.5K	–	875
2025 Q2	$35.5K	Buy	67 +13	+24%	+$6.49K	﹤0.01%	403
2025 Q1	$27.5K	Hold	54	–	–	﹤0.01%	415
2024 Q4	$27K	Sell	54 -10	-16%	-$5.07K	﹤0.01%	415
2024 Q3	$33.1K	Buy	64 +22	+52%	+$10.9K	﹤0.01%	393
2024 Q2	$18.8K	Buy	42 +15	+56%	+$6.43K	﹤0.01%	459
2024 Q1	$11.6K	Buy	27 +18	+200%	+$7.8K	﹤0.01%	552
2023 Q4	$3.33K	Hold	9	–	–	﹤0.01%	719
2023 Q3	$3.66K	Hold	9	–	–	﹤0.01%	750
2023 Q2	$3.66K	Hold	9	–	–	﹤0.01%	750
2023 Q1	$3.14K	Hold	9	–	–	﹤0.01%	705
2022 Q4	$3.05K	Hold	9	–	–	﹤0.01%	734
2022 Q3	$3K	Hold	9	–	–	﹤0.01%	695
2022 Q2	$4K	Hold	9	–	–	﹤0.01%	689
2022 Q1	$4K	Buy	+9	New	+$3.67K	﹤0.01%	690

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s SPGI Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of S&P Global (SPGI) in Q3 2025, closing a stake of 67 shares — an estimated $35.5K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in SPGI in Q1 2022 and held it in 14 quarters. The position peaked at $35.5K in Q2 2025. 2,052 funds tracked by Wall St. Rank hold SPGI as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining S&P Global position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 67 S&P Global shares in Q3 2025, an estimated $35.5K.
Beacon Capital Management LLC (Tennessee) first reported a position in S&P Global in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s S&P Global position peaked at $35.5K in Q2 2025.
2,052 funds tracked by Wall St. Rank held S&P Global as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.