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Exchange Capital Management’s S&P Global SPGI Stock Holding History

Exchange Capital 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
Q2 		$1.33M Sell
2,516
-84
-3% -$41.9K 0.2% 110
2025
Q1 		$1.32M Sell
2,600
-38
-1% -$19.4K 0.21% 106
2024
Q4 		$1.31M Sell
2,638
-14
-0.5% -$7.1K 0.21% 108
2024
Q3 		$1.37M Sell
2,652
-95
-3% -$47K 0.22% 106
2024
Q2 		$1.23M Sell
2,747
-90
-3% -$38.6K 0.2% 112
2024
Q1 		$1.21M Sell
2,837
-39
-1% -$16.9K 0.2% 112
2023
Q4 		$1.27M Sell
2,876
-69
-2% -$27.2K 0.23% 104
2023
Q3 		$1.08M Hold
2,945
– – 0.2% 109
2023
Q2 		$1.18M Sell
2,945
-27
-0.9% -$9.87K 0.22% 101
2023
Q1 		$1.02M Sell
2,972
-73
-2% -$25.7K 0.21% 106
2022
Q4 		$1.02M Buy
3,045
+55
+2% +$18.1K 0.22% 105
2022
Q3 		$913K Sell
2,990
-85
-3% -$30.4K 0.21% 112
2022
Q2 		$1.04M Sell
3,075
-83
-3% -$29.6K 0.23% 106
2022
Q1 		$1.29M Buy
3,158
+64
+2% +$26.1K 0.24% 97
2021
Q4 		$1.46M Sell
3,094
-5
-0.2% -$2.29K 0.27% 94
2021
Q3 		$1.32M Sell
3,099
-190
-6% -$82.3K 0.26% 98
2021
Q2 		$1.35M Hold
3,289
– – 0.26% 98
2021
Q1 		$1.16M Hold
3,289
– – 0.24% 104
2020
Q4 		$1.08M Sell
3,289
-9
-0.3% -$3.04K 0.24% 102
2020
Q3 		$1.19M Sell
3,298
-8
-0.2% -$2.82K 0.3% 88
2020
Q2 		$1.09M Sell
3,306
-73
-2% -$22K 0.3% 89
2020
Q1 		$828K Buy
+3,379
New +$927K 0.27% 92

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Exchange Capital Management's SPGI Position: Q2 2025 in Review

Exchange Capital Management reduced its S&P Global (SPGI) stake by 3.2% in Q2 2025, selling an estimated $41.9K and leaving 2,516 shares worth $1.33M. The position accounts for 0.2% of the portfolio, ranked #110.

Exchange Capital Management first reported a position in SPGI in Q1 2020 and has held it in 22 quarters since. The position peaked at $1.46M in Q4 2021. 2,067 funds tracked by Wall St. Rank hold SPGI as of Q2 2025.

  • Exchange Capital Management held 2,516 shares of S&P Global worth $1.33M as of Q2 2025.
  • Exchange Capital Management sold 84 S&P Global shares in Q2 2025, an estimated $41.9K.
  • S&P Global made up 0.2% of Exchange Capital Management's portfolio in Q2 2025, its #110 holding.
  • Exchange Capital Management first reported a position in S&P Global in Q1 2020 and has held it in 22 quarters since.
  • Exchange Capital Management's S&P Global position peaked at $1.46M in Q4 2021.
  • 2,067 funds tracked by Wall St. Rank held S&P Global as of Q2 2025.

Based on Exchange Capital Management's 13F filing for Q2 2025, filed 21 Jul 2025.