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

Goldstein 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
2026 Q1	–	Sell	-534	Closed	-$279K	–	239
2025 Q4	$279K	Buy	534 +3	+0.6%	+$1.48K	0.03%	157
2025 Q3	$258K	Sell	531 -38	-7%	-$20.3K	0.03%	163
2025 Q2	$300K	Sell	569 -22	-4%	-$11K	0.04%	133
2025 Q1	$300K	Sell	591 -50	-8%	-$25.5K	0.04%	138
2024 Q4	$319K	Buy	641 +6	+0.9%	+$3.04K	0.05%	131
2024 Q3	$328K	Buy	635 +54	+9%	+$26.7K	0.05%	115
2024 Q2	$259K	Sell	581 -4	-0.7%	-$1.72K	0.04%	133
2024 Q1	$249K	Sell	585 -14	-2%	-$6.07K	0.04%	137
2023 Q4	$264K	Sell	599 -33	-5%	-$13K	0.04%	147
2023 Q3	$231K	Sell	632 -133	-17%	-$52.3K	0.05%	123
2023 Q2	$307K	Sell	765 -15	-2%	-$5.48K	0.06%	100
2023 Q1	$269K	Sell	780 -10	-1%	-$3.52K	0.06%	107
2022 Q4	$265K	Buy	+790	New	+$260K	0.06%	109

Other funds holding SPGI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return