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Glass Jacobson Investment Advisors’s S&P Global SPGI Stock Holding History

Glass Jacobson Investment 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
Q2 		– Sell
-36
Closed -$17.9K – 812
2025
Q1 		$17.9K Hold
36
– – 0.01% 527
2024
Q4 		$17.9K Buy
+36
New +$18.3K 0.01% 527

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

Glass Jacobson Investment Advisors's SPGI Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of S&P Global (SPGI) in Q2 2025, closing a stake of 36 shares — an estimated $17.9K sold.

Glass Jacobson Investment Advisors first reported a position in SPGI in Q4 2024 and held it in 2 quarters. The position peaked at $17.9K in Q1 2025. 2,062 funds tracked by Wall St. Rank hold SPGI as of Q2 2025.

  • Glass Jacobson Investment Advisors reported no remaining S&P Global position as of Q2 2025 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 36 S&P Global shares in Q2 2025, an estimated $17.9K.
  • Glass Jacobson Investment Advisors first reported a position in S&P Global in Q4 2024 and held it in 2 quarters.
  • Glass Jacobson Investment Advisors's S&P Global position peaked at $17.9K in Q1 2025.
  • 2,062 funds tracked by Wall St. Rank held S&P Global as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.