GFPC
SPGI icon

Global Financial Private Client’s S&P Global SPGI Stock Holding History

Global Financial Private Client’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
-995
Closed -$506K – 1389
2025
Q1 		$506K Buy
995
+20
+2% +$10.2K 0.19% 127
2024
Q4 		$486K Sell
975
-24
-2% -$12.2K 0.18% 136
2024
Q3 		$516K Buy
999
+980
+5,158% +$485K 0.2% 130
2024
Q2 		$8.47K Hold
19
– – ﹤0.01% 462
2024
Q1 		$8.12K Sell
19
-4
-17% -$1.73K ﹤0.01% 483
2023
Q4 		$10.2K Hold
23
– – ﹤0.01% 455
2023
Q3 		$8.53K Hold
23
– – ﹤0.01% 458
2023
Q2 		$9.23K Sell
23
-69
-75% -$25.2K ﹤0.01% 452
2023
Q1 		$31.9K Sell
92
-46
-33% -$16.2K 0.02% 329
2022
Q4 		$46.4K Sell
138
-8
-5% -$2.64K 0.03% 282
2022
Q3 		$46.1K Sell
146
-44
-23% -$15.7K 0.03% 274
2022
Q2 		$65.3K Sell
190
-2,842
-94% -$1.01M 0.04% 235
2022
Q1 		$1.24M Buy
3,032
+333
+12% +$136K 0.6% 37
2021
Q4 		$1.27M Buy
2,699
+91
+3% +$41.6K 0.62% 40
2021
Q3 		$1.12M Buy
2,608
+78
+3% +$33.8K 0.57% 41
2021
Q2 		$1.04M Buy
2,530
+52
+2% +$20K 0.58% 42
2021
Q1 		$899K Buy
2,478
+50
+2% +$16.6K 0.64% 33
2020
Q4 		$798K Sell
2,428
-200
-8% -$67.5K 0.63% 35
2020
Q3 		$956K Sell
2,628
-484
-16% -$171K 0.83% 26
2020
Q2 		$1.04M Buy
3,112
+191
+7% +$57.4K 0.91% 24
2020
Q1 		$684K Buy
2,921
+4
+0.1% +$1.1K 0.72% 28
2019
Q4 		$796K Buy
+2,917
New +$758K 0.67% 29

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

Global Financial Private Client's SPGI Position: Q2 2025 in Review

Global Financial Private Client sold out of S&P Global (SPGI) in Q2 2025, closing a stake of 995 shares — an estimated $506K sold.

Global Financial Private Client first reported a position in SPGI in Q4 2019 and held it in 22 quarters. The position peaked at $1.27M in Q4 2021. 2,067 funds tracked by Wall St. Rank hold SPGI as of Q2 2025.

  • Global Financial Private Client reported no remaining S&P Global position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 995 S&P Global shares in Q2 2025, an estimated $506K.
  • Global Financial Private Client first reported a position in S&P Global in Q4 2019 and held it in 22 quarters.
  • Global Financial Private Client's S&P Global position peaked at $1.27M in Q4 2021.
  • 2,067 funds tracked by Wall St. Rank held S&P Global as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.