Cypress Asset Management’s S&P Global SPGI Stock Holding History

Cypress Asset Management’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	$2.77M	Buy	5,291 +15	+0.3%	+$7.42K	0.61%	39
2025 Q3	$2.57M	Buy	5,276 +9	+0.2%	+$4.82K	0.58%	41
2025 Q2	$2.78M	Buy	5,267 +73	+1%	+$36.4K	0.67%	40
2025 Q1	$2.64M	Buy	5,194 +25	+0.5%	+$12.8K	0.71%	40
2024 Q4	$2.6M	Sell	5,169 -67	-1%	-$34K	0.65%	43
2024 Q3	$2.71M	Buy	5,236 +38	+0.7%	+$18.8K	0.67%	42
2024 Q2	$2.34M	Sell	5,198 -30	-0.6%	-$12.9K	0.6%	45
2024 Q1	$2.23M	Buy	5,228 +133	+3%	+$57.6K	0.61%	46
2023 Q4	$2.24M	Sell	5,095 -36	-0.7%	-$14.2K	0.68%	43
2023 Q3	$1.87M	Buy	5,131 +40	+0.8%	+$15.7K	0.62%	47
2023 Q2	$2.04M	Buy	5,091 +105	+2%	+$38.4K	0.66%	49
2023 Q1	$1.72M	Sell	4,986 -85	-2%	-$29.9K	0.59%	52
2022 Q4	$1.7M	Sell	5,071 -64	-1%	-$21.1K	0.62%	51
2022 Q3	$1.57M	Sell	5,135 -50	-1%	-$17.9K	0.6%	53
2022 Q2	$1.75M	Buy	5,185 +687	+15%	+$245K	0.62%	53
2022 Q1	$1.84M	Buy	4,498 +404	+10%	+$165K	0.54%	60
2021 Q4	$1.93M	Sell	4,094 -1	-0%	-$457	0.46%	67
2021 Q3	$1.74M	Buy	4,095 +10	+0.2%	+$4.33K	0.45%	67
2021 Q2	$1.68M	Buy	4,085 +70	+2%	+$26.9K	0.43%	68
2021 Q1	$1.42M	Sell	4,015 -530	-12%	-$176K	0.39%	74
2020 Q4	$1.49M	Buy	4,545 +150	+3%	+$50.6K	0.42%	74
2020 Q3	$1.58M	Buy	4,395 +3,630	+475%	+$1.28M	0.49%	66
2020 Q2	$252K	Buy	+765	New	+$230K	0.08%	120
2018 Q4	–	Sell	-4,855	Closed	-$949K	–	170
2018 Q3	$949K	Buy	4,855 +3,430	+241%	+$708K	0.28%	92
2018 Q2	$291K	Buy	+1,425	New	+$282K	0.09%	153

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

Norges Bank Oslo, Norway $935B AUM

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

Cypress Asset Management's SPGI Position: Q4 2025 in Review

Cypress Asset Management increased its S&P Global (SPGI) stake by 0.28% in Q4 2025, buying an estimated $7.42K and bringing the position to 5,291 shares worth $2.77M. The position accounts for 0.61% of the portfolio, ranked #39.

Cypress Asset Management first reported a position in SPGI in Q2 2018 and has held it in 25 quarters since. The position peaked at $2.78M in Q2 2025. 2,194 funds tracked by Wall St. Rank hold SPGI as of Q4 2025.

Cypress Asset Management held 5,291 shares of S&P Global worth $2.77M as of Q4 2025.
Cypress Asset Management bought 15 S&P Global shares in Q4 2025, an estimated $7.42K.
S&P Global made up 0.61% of Cypress Asset Management's portfolio in Q4 2025, its #39 holding.
Cypress Asset Management first reported a position in S&P Global in Q2 2018 and has held it in 25 quarters since.
Cypress Asset Management's S&P Global position peaked at $2.78M in Q2 2025.
2,194 funds tracked by Wall St. Rank held S&P Global as of Q4 2025.

Based on Cypress Asset Management's 13F filing for Q4 2025, filed 29 Jan 2026.