Benchmark Investment Advisors’s S&P Global SPGI Stock Holding History

Benchmark Investment 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 Q3	$311K	Buy	+638	New	+$342K	0.18%	67
2025 Q1	$1.39M	Buy	2,736 +2,145	+363%	+$1.1M	0.9%	33
2024 Q4	$294K	Sell	591 -5	-0.8%	-$2.54K	0.19%	75
2024 Q3	$308K	Sell	596 -687	-54%	-$340K	0.22%	69
2024 Q2	$572K	Sell	1,283 -14	-1%	-$6.01K	0.41%	55
2024 Q1	$552K	Buy	1,297 +619	+91%	+$268K	0.44%	55
2023 Q4	$298K	Buy	+678	New	+$268K	0.28%	68

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

Benchmark Investment Advisors's SPGI Position: Q3 2025 in Review

Benchmark Investment Advisors opened a new position in S&P Global (SPGI) in Q3 2025: 638 shares worth $311K. The stake represents 0.18% of the portfolio and ranks #67 among its holdings. This is a return to the name: Benchmark Investment Advisors previously reported a position in SPGI as recently as Q1 2025.

Benchmark Investment Advisors first reported a position in SPGI in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.39M in Q1 2025. 2,052 funds tracked by Wall St. Rank hold SPGI as of Q3 2025.

Benchmark Investment Advisors held 638 shares of S&P Global worth $311K as of Q3 2025.
S&P Global was a new Benchmark Investment Advisors position in Q3 2025.
S&P Global made up 0.18% of Benchmark Investment Advisors's portfolio in Q3 2025, its #67 holding.
Benchmark Investment Advisors first reported a position in S&P Global in Q4 2023 and has held it in 7 quarters since.
Benchmark Investment Advisors's S&P Global position peaked at $1.39M in Q1 2025.
2,052 funds tracked by Wall St. Rank held S&P Global as of Q3 2025.

Based on Benchmark Investment Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.