HBW Advisory Services’s S&P Global SPGI Stock Holding History

HBW Advisory Services’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 Q4	–	Sell	-555	Closed	-$270K	–	447
2025 Q3	$270K	Buy	555 +63	+13%	+$33.7K	0.03%	356
2025 Q2	$259K	Buy	492 +6	+1%	+$2.99K	0.03%	341
2025 Q1	$247K	Buy	486 +13	+3%	+$6.64K	0.04%	325
2024 Q4	$236K	Buy	+473	New	+$240K	0.02%	329

Other funds holding SPGI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

HBW Advisory Services's SPGI Position: Q4 2025 in Review

HBW Advisory Services sold out of S&P Global (SPGI) in Q4 2025, closing a stake of 555 shares — an estimated $270K sold.

HBW Advisory Services first reported a position in SPGI in Q4 2024 and held it in 4 quarters. The position peaked at $270K in Q3 2025. 2,199 funds tracked by Wall St. Rank hold SPGI as of Q4 2025.

HBW Advisory Services reported no remaining S&P Global position as of Q4 2025 after selling out during the quarter.
HBW Advisory Services sold 555 S&P Global shares in Q4 2025, an estimated $270K.
HBW Advisory Services first reported a position in S&P Global in Q4 2024 and held it in 4 quarters.
HBW Advisory Services's S&P Global position peaked at $270K in Q3 2025.
2,199 funds tracked by Wall St. Rank held S&P Global as of Q4 2025.

Based on HBW Advisory Services's 13F filing for Q4 2025, filed 23 Jan 2026.