FFA
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Fairfield Financial Advisors’s S&P Global SPGI Stock Holding History

Fairfield Financial Advisors’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
-227
Closed -$113K – 178
2024
Q4 		$113K Hold
227
– – 0.04% 84
2024
Q3 		$117K Hold
227
– – 0.04% 94
2024
Q2 		$101K Buy
+227
New +$97.4K 0.03% 95
2023
Q4 		$130K Hold
295
– – 0.05% 90
2023
Q3 		$108K Hold
295
– – 0.05% 93
2023
Q2 		$118K Hold
295
– – 0.05% 87
2023
Q1 		$101K Hold
295
– – 0.04% 96
2022
Q4 		$98.8K Hold
295
– – 0.05% 92
2022
Q3 		$90.1K Hold
295
– – 0.04% 92
2022
Q2 		$99.4K Hold
295
– – 0.05% 83
2022
Q1 		$121K Buy
+295
New +$120K 0.04% 78

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

Fairfield Financial Advisors's SPGI Position: Q1 2025 in Review

Fairfield Financial Advisors sold out of S&P Global (SPGI) in Q1 2025, closing a stake of 227 shares — an estimated $113K sold.

Fairfield Financial Advisors first reported a position in SPGI in Q1 2022 and held it in 11 quarters. The position peaked at $130K in Q4 2023. 2,075 funds tracked by Wall St. Rank hold SPGI as of Q1 2025.

  • Fairfield Financial Advisors reported no remaining S&P Global position as of Q1 2025 after selling out during the quarter.
  • Fairfield Financial Advisors sold 227 S&P Global shares in Q1 2025, an estimated $113K.
  • Fairfield Financial Advisors first reported a position in S&P Global in Q1 2022 and held it in 11 quarters.
  • Fairfield Financial Advisors's S&P Global position peaked at $130K in Q4 2023.
  • 2,075 funds tracked by Wall St. Rank held S&P Global as of Q1 2025.

Based on Fairfield Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.