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Cape Investment Advisory’s S&P Global SPGI Stock Holding History

Cape Investment Advisory’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
-1
Closed -$527 – 1150
2025
Q2 		$527 Hold
1
– – ﹤0.01% 1079
2025
Q1 		$508 Sell
1
-19
-95% -$9.71K ﹤0.01% 1019
2024
Q4 		$9.96K Buy
+20
New +$10.1K ﹤0.01% 587
2024
Q1 		– Sell
-39
Closed -$17.2K – 1151
2023
Q4 		$17.2K Buy
+39
New +$15.4K 0.01% 564

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cape Investment Advisory's SPGI Position: Q3 2025 in Review

Cape Investment Advisory sold out of S&P Global (SPGI) in Q3 2025, closing a stake of 1 share — an estimated $527 sold.

Cape Investment Advisory first reported a position in SPGI in Q4 2023 and held it in 4 quarters. The position peaked at $17.2K in Q4 2023. 2,052 funds tracked by Wall St. Rank hold SPGI as of Q3 2025.

  • Cape Investment Advisory reported no remaining S&P Global position as of Q3 2025 after selling out during the quarter.
  • Cape Investment Advisory sold 1 S&P Global share in Q3 2025, an estimated $527.
  • Cape Investment Advisory first reported a position in S&P Global in Q4 2023 and held it in 4 quarters.
  • Cape Investment Advisory's S&P Global position peaked at $17.2K in Q4 2023.
  • 2,052 funds tracked by Wall St. Rank held S&P Global as of Q3 2025.

Based on Cape Investment Advisory's 13F filing for Q3 2025, filed 29 Dec 2025.