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Diversified Portfolios Inc’s S&P Global SPGI Stock Holding History

Diversified Portfolios Inc’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
Q1 		– Sell
-451
Closed -$225K – 148
2024
Q4 		$225K Hold
451
– – 0.02% 140
2024
Q3 		$233K Buy
451
+2
+0.4% +$990 0.03% 130
2024
Q2 		$200K Buy
+449
New +$193K 0.03% 134
2024
Q1 		– Sell
-566
Closed -$249K – 128
2023
Q4 		$249K Sell
566
-1
-0.2% -$395 0.04% 117
2023
Q3 		$207K Buy
567
+1
+0.2% +$393 0.04% 115
2023
Q2 		$227K Buy
+566
New +$207K 0.05% 120
2022
Q2 		– Sell
-3,066
Closed -$1.26M – 144
2022
Q1 		$1.26M Buy
+3,066
New +$1.25M 0.3% 49

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Diversified Portfolios Inc's SPGI Position: Q1 2025 in Review

Diversified Portfolios Inc sold out of S&P Global (SPGI) in Q1 2025, closing a stake of 451 shares — an estimated $225K sold.

Diversified Portfolios Inc first reported a position in SPGI in Q1 2022 and held it in 7 quarters. The position peaked at $1.26M in Q1 2022. 2,075 funds tracked by Wall St. Rank hold SPGI as of Q1 2025.

  • Diversified Portfolios Inc reported no remaining S&P Global position as of Q1 2025 after selling out during the quarter.
  • Diversified Portfolios Inc sold 451 S&P Global shares in Q1 2025, an estimated $225K.
  • Diversified Portfolios Inc first reported a position in S&P Global in Q1 2022 and held it in 7 quarters.
  • Diversified Portfolios Inc's S&P Global position peaked at $1.26M in Q1 2022.
  • 2,075 funds tracked by Wall St. Rank held S&P Global as of Q1 2025.

Based on Diversified Portfolios Inc's 13F filing for Q1 2025, filed 22 Apr 2025.