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

Legacy 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
Q1 		$555K Buy
1,093
+271
+33% +$138K 0.06% 246
2024
Q4 		$409K Buy
822
+23
+3% +$11.7K 0.04% 275
2024
Q3 		$413K Buy
799
+95
+13% +$47K 0.04% 260
2024
Q2 		$314K Buy
704
+88
+14% +$37.8K 0.04% 247
2024
Q1 		$262K Sell
616
-119
-16% -$51.6K 0.03% 266
2023
Q4 		$324K Buy
+735
New +$290K 0.04% 231
2019
Q2 		– Sell
-75
Closed -$16K – 412
2019
Q1 		$16K Buy
+75
New +$14.5K 0.01% 297
2018
Q4 		– Sell
-75
Closed -$15K – 349
2018
Q3 		$15K Hold
75
– – 0.01% 316
2018
Q2 		$15K Hold
75
– – 0.01% 276
2018
Q1 		$14K Hold
75
– – 0.01% 235
2017
Q4 		$12K Hold
75
– – 0.01% 242
2017
Q3 		$11K Buy
+75
New +$11.4K 0.01% 209

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

Legacy Advisors's SPGI Position: Q1 2025 in Review

Legacy Advisors increased its S&P Global (SPGI) stake by 33% in Q1 2025, buying an estimated $138K and bringing the position to 1,093 shares worth $555K. The position accounts for 0.06% of the portfolio, ranked #246.

Legacy Advisors first reported a position in SPGI in Q3 2017 and has held it in 12 quarters since. 2,082 funds tracked by Wall St. Rank hold SPGI as of Q1 2025.

  • Legacy Advisors held 1,093 shares of S&P Global worth $555K as of Q1 2025.
  • Legacy Advisors bought 271 S&P Global shares in Q1 2025, an estimated $138K.
  • S&P Global made up 0.06% of Legacy Advisors's portfolio in Q1 2025, its #246 holding.
  • Legacy Advisors first reported a position in S&P Global in Q3 2017 and has held it in 12 quarters since.
  • 2,082 funds tracked by Wall St. Rank held S&P Global as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.