HighTower Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $87.9M | Sell |
166,739
-1,544
| -0.9% | -$814K | 0.11% | 193 |
|
|
2025
Q1 | $85.5M | Sell |
168,283
-8,249
| -5% | -$4.19M | 0.12% | 189 |
|
|
2024
Q4 | $87.9M | Buy |
176,532
+2,730
| +2% | +$1.36M | 0.12% | 175 |
|
|
2024
Q3 | $89.9M | Buy |
173,802
+12,319
| +8% | +$6.37M | 0.13% | 175 |
|
|
2024
Q2 | $72M | Buy |
161,483
+743
| +0.5% | +$331K | 0.11% | 198 |
|
|
2024
Q1 | $68.4M | Sell |
160,740
-2,034
| -1% | -$866K | 0.11% | 199 |
|
|
2023
Q4 | $71.7M | Buy |
162,774
+27,768
| +21% | +$12.2M | 0.12% | 183 |
|
|
2023
Q3 | $49.3M | Buy |
135,006
+4,060
| +3% | +$1.48M | 0.09% | 226 |
|
|
2023
Q2 | $52.4M | Buy |
130,946
+9,083
| +7% | +$3.64M | 0.1% | 206 |
|
|
2023
Q1 | $42M | Buy |
121,863
+46,227
| +61% | +$15.9M | 0.09% | 237 |
|
|
2022
Q4 | $25.3M | Sell |
75,636
-2,489
| -3% | -$833K | 0.06% | 327 |
|
|
2022
Q3 | $23.8M | Sell |
78,125
-6,049
| -7% | -$1.84M | 0.06% | 298 |
|
|
2022
Q2 | $28.3M | Sell |
84,174
-5,388
| -6% | -$1.81M | 0.07% | 276 |
|
|
2022
Q1 | $36.7M | Buy |
89,562
+51,658
| +136% | +$21.2M | 0.08% | 252 |
|
|
2021
Q4 | $17.8M | Sell |
37,904
-7,532
| -17% | -$3.54M | 0.04% | 414 |
|
|
2021
Q3 | $19.3M | Sell |
45,436
-1,232
| -3% | -$523K | 0.05% | 353 |
|
|
2021
Q2 | $19.2M | Buy |
46,668
+4,231
| +10% | +$1.74M | 0.06% | 324 |
|
|
2021
Q1 | $15M | Sell |
42,437
-351
| -0.8% | -$124K | 0.05% | 362 |
|
|
2020
Q4 | $14.1M | Buy |
42,788
+3,018
| +8% | +$992K | 0.06% | 295 |
|
|
2020
Q3 | $14.3M | Sell |
39,770
-925
| -2% | -$333K | 0.07% | 263 |
|
|
2020
Q2 | $13.4M | Buy |
40,695
+2,698
| +7% | +$890K | 0.07% | 256 |
|
|
2020
Q1 | $9.3M | Sell |
37,997
-444
| -1% | -$109K | 0.06% | 289 |
|
|
2019
Q4 | $10.5M | Sell |
38,441
-2,038
| -5% | -$557K | 0.06% | 318 |
|
|
2019
Q3 | $9.9M | Sell |
40,479
-8,908
| -18% | -$2.18M | 0.05% | 339 |
|
|
2019
Q2 | $11.3M | Buy |
49,387
+26,682
| +118% | +$6.09M | 0.07% | 306 |
|
|
2019
Q1 | $4.76M | Buy |
22,705
+6,038
| +36% | +$1.27M | 0.03% | 521 |
|
|
2018
Q4 | $2.83M | Sell |
16,667
-14,869
| -47% | -$2.53M | 0.02% | 631 |
|
|
2018
Q3 | $6.2M | Buy |
31,536
+4,807
| +18% | +$944K | 0.04% | 445 |
|
|
2018
Q2 | $5.43M | Buy |
26,729
+794
| +3% | +$161K | 0.04% | 468 |
|
|
2018
Q1 | $4.97M | Buy |
25,935
+3,525
| +16% | +$675K | 0.04% | 476 |
|
|
2017
Q4 | $3.79M | Buy |
22,410
+8,339
| +59% | +$1.41M | 0.03% | 586 |
|
|
2017
Q3 | $2.2M | Buy |
14,071
+1,296
| +10% | +$202K | 0.02% | 786 |
|
|
2017
Q2 | $1.87M | Sell |
12,775
-755
| -6% | -$110K | 0.02% | 823 |
|
|
2017
Q1 | $1.77M | Buy |
13,530
+11,102
| +457% | +$1.45M | 0.02% | 800 |
|
|
2016
Q4 | $263K | Sell |
2,428
-2,354
| -49% | -$255K | ﹤0.01% | 1542 |
|
|
2016
Q3 | $607K | Buy |
+4,782
| New | +$607K | 0.01% | 1139 |
|