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

Guerra 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 Q3	$14.6K	Buy	+30	New	+$16.1K	0.01%	265

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Guerra Advisors's SPGI Position: Q3 2025 in Review

Guerra Advisors opened a new position in S&P Global (SPGI) in Q3 2025: 30 shares worth $14.6K. The stake represents 0.01% of the portfolio and ranks #265 among its holdings.

2,053 funds tracked by Wall St. Rank hold SPGI as of Q3 2025.

Guerra Advisors held 30 shares of S&P Global worth $14.6K as of Q3 2025.
S&P Global was a new Guerra Advisors position in Q3 2025.
S&P Global made up 0.01% of Guerra Advisors's portfolio in Q3 2025, its #265 holding.
2,053 funds tracked by Wall St. Rank held S&P Global as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.