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Financial Insights’s S&P Global SPGI Stock Holding History

Financial Insights’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
Q4 		– Sell
-447
Closed -$218K – 143
2025
Q3 		$218K Buy
447
+13
+3% +$6.96K 0.07% 132
2025
Q2 		$229K Buy
+434
New +$217K 0.08% 113
2024
Q4 		– Sell
-665
Closed -$344K – 141
2024
Q3 		$344K Sell
665
-677
-50% -$335K 0.11% 104
2024
Q2 		$599K Sell
1,342
-302
-18% -$130K 0.17% 87
2024
Q1 		$699K Sell
1,644
-235
-13% -$102K 0.2% 81
2023
Q4 		$828K Buy
1,879
+93
+5% +$36.7K 0.26% 72
2023
Q3 		$624K Buy
1,786
+383
+27% +$151K 0.22% 80
2023
Q2 		$562K Buy
1,403
+175
+14% +$63.9K 0.21% 87
2023
Q1 		$423K Buy
1,228
+516
+72% +$182K 0.17% 104
2022
Q4 		$238K Buy
+712
New +$235K 0.11% 128

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Financial Insights's SPGI Position: Q4 2025 in Review

Financial Insights sold out of S&P Global (SPGI) in Q4 2025, closing a stake of 447 shares — an estimated $218K sold.

Financial Insights first reported a position in SPGI in Q4 2022 and held it in 10 quarters. The position peaked at $828K in Q4 2023. 2,199 funds tracked by Wall St. Rank hold SPGI as of Q4 2025.

  • Financial Insights reported no remaining S&P Global position as of Q4 2025 after selling out during the quarter.
  • Financial Insights sold 447 S&P Global shares in Q4 2025, an estimated $218K.
  • Financial Insights first reported a position in S&P Global in Q4 2022 and held it in 10 quarters.
  • Financial Insights's S&P Global position peaked at $828K in Q4 2023.
  • 2,199 funds tracked by Wall St. Rank held S&P Global as of Q4 2025.

Based on Financial Insights's 13F filing for Q4 2025, filed 1 Apr 2026.