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Geller Advisors’s S&P Global SPGI Stock Holding History

Geller 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
2024
Q4 		$842K Buy
1,691
+42
+3% +$21.3K 0.06% 78
2024
Q3 		$852K Sell
1,649
-1,256
-43% -$622K 0.06% 87
2024
Q2 		$1.3M Buy
2,905
+14
+0.5% +$6.01K 0.1% 59
2024
Q1 		$1.23M Buy
2,891
+55
+2% +$23.8K 0.1% 61
2023
Q4 		$1.25M Buy
2,836
+55
+2% +$21.7K 0.12% 52
2023
Q3 		$1.02M Sell
2,781
-85
-3% -$33.4K 0.12% 55
2023
Q2 		$1.15M Buy
2,866
+1,180
+70% +$431K 0.14% 45
2023
Q1 		$581K Buy
1,686
+205
+14% +$72.1K 0.09% 55
2022
Q4 		$496K Buy
1,481
+26
+2% +$8.57K 0.08% 55
2022
Q3 		$444K Sell
1,455
-2
-0.1% -$716 0.1% 55
2022
Q2 		$491K Sell
1,457
-256
-15% -$91.3K 0.1% 53
2022
Q1 		$703K Buy
1,713
+873
+104% +$356K 0.13% 43
2021
Q4 		$396K Buy
840
+2
+0.2% +$915 0.08% 78
2021
Q3 		$356K Buy
838
+67
+9% +$29K 0.08% 86
2021
Q2 		$316K Hold
771
– – 0.07% 88
2021
Q1 		$272K Buy
771
+91
+13% +$30.3K 0.06% 86
2020
Q4 		$254K Hold
680
– – 0.06% 90
2020
Q3 		$245K Sell
680
-24
-3% -$8.47K 0.07% 67
2020
Q2 		$232K Buy
+704
New +$212K 0.07% 68

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Geller Advisors's SPGI Position: Q4 2024 in Review

Geller Advisors increased its S&P Global (SPGI) stake by 2.5% in Q4 2024, buying an estimated $21.3K and bringing the position to 1,691 shares worth $842K. The position accounts for 0.06% of the portfolio, ranked #78.

Geller Advisors first reported a position in SPGI in Q2 2020 and has held it in 19 quarters since. The position peaked at $1.3M in Q2 2024. 2,038 funds tracked by Wall St. Rank hold SPGI as of Q4 2024.

  • Geller Advisors held 1,691 shares of S&P Global worth $842K as of Q4 2024.
  • Geller Advisors bought 42 S&P Global shares in Q4 2024, an estimated $21.3K.
  • S&P Global made up 0.06% of Geller Advisors's portfolio in Q4 2024, its #78 holding.
  • Geller Advisors first reported a position in S&P Global in Q2 2020 and has held it in 19 quarters since.
  • Geller Advisors's S&P Global position peaked at $1.3M in Q2 2024.
  • 2,038 funds tracked by Wall St. Rank held S&P Global as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.