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Continuum Advisory’s S&P Global SPGI Stock Holding History

Continuum 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
-1,607
Closed -$847K – 457
2025
Q2 		$847K Buy
1,607
+58
+4% +$28.9K 0.1% 189
2025
Q1 		$787K Sell
1,549
-28
-2% -$14.3K 0.1% 175
2024
Q4 		$785K Buy
1,577
+33
+2% +$16.7K 0.1% 185
2024
Q3 		$788K Buy
1,544
+20
+1% +$9.9K 0.1% 187
2024
Q2 		$680K Buy
1,524
+13
+0.9% +$5.58K 0.1% 192
2024
Q1 		$653K Sell
1,511
-356
-19% -$154K 0.1% 201
2023
Q4 		$823K Buy
1,867
+18
+1% +$7.1K 0.12% 202
2023
Q3 		$676K Sell
1,849
-43
-2% -$16.9K 0.11% 223
2023
Q2 		$758K Hold
1,892
– – 0.12% 208
2023
Q1 		$652K Buy
1,892
+62
+3% +$21.8K 0.11% 218
2022
Q4 		$613K Buy
1,830
+89
+5% +$29.3K 0.11% 222
2022
Q3 		$532K Sell
1,741
-88
-5% -$31.5K 0.09% 225
2022
Q2 		$616K Sell
1,829
-36
-2% -$12.8K 0.11% 222
2022
Q1 		$702K Buy
1,865
+641
+52% +$261K 0.13% 193
2021
Q4 		$578K Sell
1,224
-76
-6% -$34.8K 0.13% 165
2021
Q3 		$552K Buy
1,300
+78
+6% +$33.8K 0.15% 150
2021
Q2 		$502K Buy
+1,222
New +$470K 0.16% 144

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

Continuum Advisory's SPGI Position: Q3 2025 in Review

Continuum Advisory sold out of S&P Global (SPGI) in Q3 2025, closing a stake of 1,607 shares — an estimated $847K sold.

Continuum Advisory first reported a position in SPGI in Q2 2021 and held it in 17 quarters. The position peaked at $847K in Q2 2025. 2,052 funds tracked by Wall St. Rank hold SPGI as of Q3 2025.

  • Continuum Advisory reported no remaining S&P Global position as of Q3 2025 after selling out during the quarter.
  • Continuum Advisory sold 1,607 S&P Global shares in Q3 2025, an estimated $847K.
  • Continuum Advisory first reported a position in S&P Global in Q2 2021 and held it in 17 quarters.
  • Continuum Advisory's S&P Global position peaked at $847K in Q2 2025.
  • 2,052 funds tracked by Wall St. Rank held S&P Global as of Q3 2025.

Based on Continuum Advisory's 13F filing for Q3 2025, filed 20 Oct 2025.