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Jaffetilchin Investment Partners’s S&P Global SPGI Stock Holding History

Jaffetilchin Investment Partners’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
-704
Closed -$358K – 459
2025
Q1 		$358K Buy
704
+70
+11% +$35.8K 0.03% 290
2024
Q4 		$316K Buy
634
+1
+0.2% +$507 0.02% 300
2024
Q3 		$327K Sell
633
-22
-3% -$10.9K 0.02% 281
2024
Q2 		$292K Buy
655
+19
+3% +$8.15K 0.03% 286
2024
Q1 		$271K Sell
636
-1
-0.2% -$433 0.02% 306
2023
Q4 		$281K Buy
637
+1
+0.2% +$395 0.03% 285
2023
Q3 		$232K Sell
636
-8
-1% -$3.15K 0.03% 304
2023
Q2 		$258K Buy
644
+9
+1% +$3.29K 0.03% 307
2023
Q1 		$219K Buy
635
+1
+0.2% +$352 0.02% 329
2022
Q4 		$212K Buy
+634
New +$209K 0.03% 326
2022
Q3 		– Sell
-645
Closed -$217K – 345
2022
Q2 		$217K Buy
645
+1
+0.2% +$356 0.03% 293
2022
Q1 		$212K Buy
644
+13
+2% +$5.29K 0.02% 299
2021
Q4 		$298K Buy
631
+20
+3% +$9.15K 0.03% 282
2021
Q3 		$259K Sell
611
-549
-47% -$238K 0.03% 296
2021
Q2 		$431K Buy
1,160
+525
+83% +$202K 0.03% 282
2021
Q1 		$224K Buy
+635
New +$211K 0.03% 321
2020
Q1 		– Sell
-833
Closed -$227K – 221
2019
Q4 		$227K Sell
833
-86
-9% -$22.3K 0.05% 212
2019
Q3 		$225K Buy
919
+8
+0.9% +$2K 0.05% 200
2019
Q2 		$208K Buy
+911
New +$199K 0.05% 244
2018
Q3 		– Sell
-1,105
Closed -$225K – 335
2018
Q2 		$225K Sell
1,105
-1,684
-60% -$333K 0.05% 266
2018
Q1 		$533K Buy
+2,789
New +$515K 0.12% 150

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 $3.38T AUM 44.17% 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

Jaffetilchin Investment Partners's SPGI Position: Q2 2025 in Review

Jaffetilchin Investment Partners sold out of S&P Global (SPGI) in Q2 2025, closing a stake of 704 shares — an estimated $358K sold.

Jaffetilchin Investment Partners first reported a position in SPGI in Q1 2018 and held it in 21 quarters. The position peaked at $533K in Q1 2018. 2,068 funds tracked by Wall St. Rank hold SPGI as of Q2 2025.

  • Jaffetilchin Investment Partners reported no remaining S&P Global position as of Q2 2025 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 704 S&P Global shares in Q2 2025, an estimated $358K.
  • Jaffetilchin Investment Partners first reported a position in S&P Global in Q1 2018 and held it in 21 quarters.
  • Jaffetilchin Investment Partners's S&P Global position peaked at $533K in Q1 2018.
  • 2,068 funds tracked by Wall St. Rank held S&P Global as of Q2 2025.

Based on Jaffetilchin Investment Partners's 13F filing for Q2 2025, filed 12 Aug 2025.