FAIM
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Financial Advocates Investment Management’s S&P Global SPGI Stock Holding History

Financial Advocates Investment 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
Q3 		– Sell
-616
Closed -$325K – 520
2025
Q2 		$325K Sell
616
-1,218
-66% -$608K 0.03% 477
2025
Q1 		$932K Buy
1,834
+30
+2% +$15.3K 0.07% 290
2024
Q4 		$898K Sell
1,804
-44
-2% -$22.3K 0.05% 322
2024
Q3 		$955K Sell
1,848
-34
-2% -$16.8K 0.05% 316
2024
Q2 		$839K Buy
1,882
+120
+7% +$51.5K 0.05% 329
2024
Q1 		$750K Sell
1,762
-83
-4% -$36K 0.04% 367
2023
Q4 		$813K Buy
1,845
+35
+2% +$13.8K 0.05% 330
2023
Q3 		$661K Sell
1,810
-104
-5% -$40.9K 0.05% 354
2023
Q2 		$767K Buy
1,914
+80
+4% +$29.2K 0.05% 307
2023
Q1 		$632K Buy
1,834
+51
+3% +$17.9K 0.05% 378
2022
Q4 		$597K Buy
1,783
+1,044
+141% +$344K 0.04% 409
2022
Q3 		$218K Sell
739
-746
-50% -$267K 0.02% 648
2022
Q2 		$500K Buy
1,485
+432
+41% +$154K 0.04% 396
2022
Q1 		$432K Sell
1,053
-416
-28% -$169K 0.03% 476
2021
Q4 		$693K Buy
1,469
+218
+17% +$99.7K 0.04% 407
2021
Q3 		$532K Buy
1,251
+58
+5% +$25.1K 0.04% 465
2021
Q2 		$489K Buy
1,193
+38
+3% +$14.6K 0.03% 484
2021
Q1 		$404K Sell
1,155
-154
-12% -$51.3K 0.03% 534
2020
Q4 		$430K Sell
1,309
-27
-2% -$9.11K 0.03% 481
2020
Q3 		$482K Buy
1,336
+692
+107% +$244K 0.04% 384
2020
Q2 		$212K Buy
+644
New +$194K 0.02% 552
2018
Q4 		– Sell
-1,032
Closed -$201K – 501
2018
Q3 		$201K Buy
+1,032
New +$213K 0.02% 484

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 $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

Financial Advocates Investment Management's SPGI Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of S&P Global (SPGI) in Q3 2025, closing a stake of 616 shares — an estimated $325K sold.

Financial Advocates Investment Management first reported a position in SPGI in Q3 2018 and held it in 22 quarters. The position peaked at $955K in Q3 2024. 2,055 funds tracked by Wall St. Rank hold SPGI as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining S&P Global position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 616 S&P Global shares in Q3 2025, an estimated $325K.
  • Financial Advocates Investment Management first reported a position in S&P Global in Q3 2018 and held it in 22 quarters.
  • Financial Advocates Investment Management's S&P Global position peaked at $955K in Q3 2024.
  • 2,055 funds tracked by Wall St. Rank held S&P Global as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.