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Financial Counselors Inc’s S&P Global SPGI Stock Holding History

Financial Counselors 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
Q2 		– Sell
-12,486
Closed -$6.34M – 453
2025
Q1 		$6.34M Sell
12,486
-166
-1% -$84.8K 0.1% 174
2024
Q4 		$6.3M Buy
12,652
+50
+0.4% +$25.4K 0.09% 177
2024
Q3 		$6.51M Buy
12,602
+1,599
+15% +$791K 0.1% 174
2024
Q2 		$4.91M Sell
11,003
-88
-0.8% -$37.8K 0.08% 189
2024
Q1 		$4.72M Buy
11,091
+5
+0% +$2.17K 0.08% 194
2023
Q4 		$4.88M Buy
11,086
+378
+4% +$149K 0.09% 185
2023
Q3 		$3.91M Buy
10,708
+498
+5% +$196K 0.08% 196
2023
Q2 		$4.09M Buy
10,210
+816
+9% +$298K 0.08% 190
2023
Q1 		$3.24M Buy
9,394
+536
+6% +$189K 0.07% 208
2022
Q4 		$2.97M Sell
8,858
-1,080
-11% -$356K 0.07% 219
2022
Q3 		$3.04M Sell
9,938
-3,855
-28% -$1.38M 0.07% 200
2022
Q2 		$4.65M Buy
13,793
+444
+3% +$158K 0.11% 172
2022
Q1 		$5.47M Buy
13,349
+2,518
+23% +$1.03M 0.11% 171
2021
Q4 		$5.11M Sell
10,831
-984
-8% -$450K 0.11% 183
2021
Q3 		$5.02M Buy
11,815
+221
+2% +$95.8K 0.11% 180
2021
Q2 		$4.76M Sell
11,594
-8
-0.1% -$3.08K 0.1% 183
2021
Q1 		$4.09M Buy
11,602
+380
+3% +$126K 0.1% 193
2020
Q4 		$3.69M Buy
11,222
+343
+3% +$116K 0.09% 195
2020
Q3 		$3.92M Sell
10,879
-6,951
-39% -$2.45M 0.12% 173
2020
Q2 		$5.88M Buy
17,830
+11,869
+199% +$3.57M 0.19% 135
2020
Q1 		$1.46M Buy
+5,961
New +$1.64M 0.06% 216
2018
Q1 		– Sell
-2,630
Closed -$446K – 502
2017
Q4 		$446K Hold
2,630
– – 0.02% 346
2017
Q3 		$411K Hold
2,630
– – 0.02% 355
2017
Q2 		$384K Sell
2,630
-360
-12% -$50K 0.02% 365
2017
Q1 		$391K Buy
+2,990
New +$372K 0.02% 362

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

Financial Counselors Inc's SPGI Position: Q2 2025 in Review

Financial Counselors Inc sold out of S&P Global (SPGI) in Q2 2025, closing a stake of 12,486 shares — an estimated $6.34M sold.

Financial Counselors Inc first reported a position in SPGI in Q1 2017 and held it in 25 quarters. The position peaked at $6.51M in Q3 2024. 2,063 funds tracked by Wall St. Rank hold SPGI as of Q2 2025.

  • Financial Counselors Inc reported no remaining S&P Global position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 12,486 S&P Global shares in Q2 2025, an estimated $6.34M.
  • Financial Counselors Inc first reported a position in S&P Global in Q1 2017 and held it in 25 quarters.
  • Financial Counselors Inc's S&P Global position peaked at $6.51M in Q3 2024.
  • 2,063 funds tracked by Wall St. Rank held S&P Global as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.