KFS
SPGI icon

Kelly Financial Services’s S&P Global SPGI Stock Holding History

Kelly Financial 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
2024
Q4 		– Sell
-399
Closed -$206K – 123
2024
Q3 		$206K Hold
399
– – 0.08% 110
2024
Q2 		$178K Buy
399
+16
+4% +$6.86K 0.06% 116
2024
Q1 		$163K Sell
383
-25
-6% -$10.8K 0.06% 120
2023
Q4 		$180K Buy
408
+26
+7% +$10.3K 0.07% 101
2023
Q3 		$140K Sell
382
-30
-7% -$11.8K 0.06% 101
2023
Q2 		$165K Buy
412
+25
+6% +$9.13K 0.08% 92
2023
Q1 		$133K Sell
387
-29
-7% -$10.2K 0.07% 98
2022
Q4 		$139K Buy
416
+86
+26% +$28.3K 0.07% 102
2022
Q3 		$101K Sell
330
-27
-8% -$9.66K 0.06% 111
2022
Q2 		$120K Sell
357
-34
-9% -$12.1K 0.06% 104
2022
Q1 		$160K Sell
391
-33
-8% -$13.4K 0.07% 93
2021
Q4 		$200K Buy
424
+204
+93% +$93.3K 0.09% 79
2021
Q3 		$93.3K Sell
220
-71,271
-100% -$30.9M 0.05% 111
2021
Q2 		$174K Buy
71,491
+71,463
+255,225% +$27.5M 0.01% 312
2021
Q1 		$9.89K Buy
28
+10
+56% +$3.33K 0.01% 303
2020
Q4 		$5.92K Buy
+18
New +$6.07K ﹤0.01% 349

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kelly Financial Services's SPGI Position: Q4 2024 in Review

Kelly Financial Services sold out of S&P Global (SPGI) in Q4 2024, closing a stake of 399 shares — an estimated $206K sold.

Kelly Financial Services first reported a position in SPGI in Q4 2020 and held it in 16 quarters. The position peaked at $206K in Q3 2024. 2,038 funds tracked by Wall St. Rank hold SPGI as of Q4 2024.

  • Kelly Financial Services reported no remaining S&P Global position as of Q4 2024 after selling out during the quarter.
  • Kelly Financial Services sold 399 S&P Global shares in Q4 2024, an estimated $206K.
  • Kelly Financial Services first reported a position in S&P Global in Q4 2020 and held it in 16 quarters.
  • Kelly Financial Services's S&P Global position peaked at $206K in Q3 2024.
  • 2,038 funds tracked by Wall St. Rank held S&P Global as of Q4 2024.

Based on Kelly Financial Services's 13F filing for Q4 2024, filed 14 Jan 2025.