GEM
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Global Endowment Management’s S&P Global SPGI Stock Holding History

Global Endowment 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
Q2 		– Sell
-844
Closed -$429K – 149
2025
Q1 		$429K Sell
844
-1,210
-59% -$618K 0.06% 89
2024
Q4 		$1.02M Buy
+2,054
New +$1.04M 0.13% 70
2019
Q2 		– Sell
-1,860
Closed -$392K – 215
2019
Q1 		$392K Buy
+1,860
New +$360K 0.06% 172
2017
Q1 		– Sell
-2,020
Closed -$218K – 268
2016
Q4 		$218K Buy
+2,020
New +$241K 0.03% 245

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

Global Endowment Management's SPGI Position: Q2 2025 in Review

Global Endowment Management sold out of S&P Global (SPGI) in Q2 2025, closing a stake of 844 shares — an estimated $429K sold.

Global Endowment Management first reported a position in SPGI in Q4 2016 and held it in 4 quarters. The position peaked at $1.02M in Q4 2024. 2,062 funds tracked by Wall St. Rank hold SPGI as of Q2 2025.

  • Global Endowment Management reported no remaining S&P Global position as of Q2 2025 after selling out during the quarter.
  • Global Endowment Management sold 844 S&P Global shares in Q2 2025, an estimated $429K.
  • Global Endowment Management first reported a position in S&P Global in Q4 2016 and held it in 4 quarters.
  • Global Endowment Management's S&P Global position peaked at $1.02M in Q4 2024.
  • 2,062 funds tracked by Wall St. Rank held S&P Global as of Q2 2025.

Based on Global Endowment Management's 13F filing for Q2 2025, filed 13 Aug 2025.