Bellwether Advisors’s S&P Global SPGI Stock Holding History

Bellwether 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 Q4	–	Sell	-3,901	Closed	-$1.9M	–	156
2025 Q3	$1.9M	Sell	3,901 -1,151	-23%	-$616K	0.31%	68
2025 Q2	$2.66M	Sell	5,052 -2,205	-30%	-$1.1M	0.46%	51
2025 Q1	$3.69M	Buy	7,257 +7,247	+72,470%	+$3.7M	0.77%	32
2024 Q4	$4.98K	Buy	+10	New	+$5.07K	﹤0.01%	380
2022 Q4	–	Sell	-25	Closed	-$7K	–	552
2022 Q3	$7K	Buy	+25	New	+$8.94K	﹤0.01%	297
2022 Q2	–	Sell	-48	Closed	-$19K	–	557
2022 Q1	$19K	Buy	48 +45	+1,500%	+$18.3K	0.01%	262
2021 Q4	$1K	Hold	3	–	–	﹤0.01%	543
2021 Q3	$1K	Buy	+3	New	+$1.3K	﹤0.01%	525

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

Norges Bank Oslo, Norway $1T AUM

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

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

Bellwether Advisors's SPGI Position: Q4 2025 in Review

Bellwether Advisors sold out of S&P Global (SPGI) in Q4 2025, closing a stake of 3,901 shares — an estimated $1.9M sold.

Bellwether Advisors first reported a position in SPGI in Q3 2021 and held it in 8 quarters. The position peaked at $3.69M in Q1 2025. 2,199 funds tracked by Wall St. Rank hold SPGI as of Q4 2025.

Bellwether Advisors reported no remaining S&P Global position as of Q4 2025 after selling out during the quarter.
Bellwether Advisors sold 3,901 S&P Global shares in Q4 2025, an estimated $1.9M.
Bellwether Advisors first reported a position in S&P Global in Q3 2021 and held it in 8 quarters.
Bellwether Advisors's S&P Global position peaked at $3.69M in Q1 2025.
2,199 funds tracked by Wall St. Rank held S&P Global as of Q4 2025.

Based on Bellwether Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.