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Lindbrook Capital’s S&P Global SPGI Stock Holding History

Lindbrook Capital’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 		$1.28M Buy
2,529
+354
+16% +$181K 0.12% 107
2024
Q4 		$1.08M Sell
2,175
-3
-0.1% -$1.52K 0.1% 134
2024
Q3 		$1.13M Buy
2,178
+55
+3% +$27.2K 0.1% 136
2024
Q2 		$947K Sell
2,123
-48
-2% -$20.6K 0.09% 138
2024
Q1 		$924K Buy
2,171
+39
+2% +$16.9K 0.09% 143
2023
Q4 		$939K Buy
2,132
+348
+20% +$137K 0.09% 131
2023
Q3 		$652K Buy
1,784
+73
+4% +$28.7K 0.07% 149
2023
Q2 		$686K Buy
1,711
+30
+2% +$11K 0.07% 154
2023
Q1 		$580K Buy
1,681
+49
+3% +$17.2K 0.07% 157
2022
Q4 		$547K Buy
1,632
+24
+1% +$7.91K 0.07% 174
2022
Q3 		$491K Sell
1,608
-17
-1% -$6.08K 0.08% 143
2022
Q2 		$548K Buy
1,625
+54
+3% +$19.3K 0.09% 135
2022
Q1 		$644K Buy
1,571
+624
+66% +$254K 0.1% 129
2021
Q4 		$447K Buy
947
+459
+94% +$210K 0.07% 179
2021
Q3 		$207K Buy
488
+8
+2% +$3.47K 0.05% 143
2021
Q2 		$197K Buy
480
+5
+1% +$1.92K 0.04% 170
2021
Q1 		$168K Buy
475
+25
+6% +$8.32K 0.04% 178
2020
Q4 		$148K Buy
450
+4
+0.9% +$1.35K 0.04% 180
2020
Q3 		$161K Sell
446
-188
-30% -$66.3K 0.04% 146
2020
Q2 		$209K Buy
634
+116
+22% +$34.9K 0.06% 118
2020
Q1 		$127K Sell
518
-170
-25% -$46.6K 0.05% 156
2019
Q4 		$188K Buy
688
+2
+0.3% +$520 0.07% 154
2019
Q3 		$168K Sell
686
-8
-1% -$2K 0.06% 160
2019
Q2 		$158K Hold
694
– – 0.06% 166
2019
Q1 		$146K Buy
694
+85
+14% +$16.5K 0.06% 173
2018
Q4 		$103K Buy
+609
New +$109K 0.05% 196

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 $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Lindbrook Capital's SPGI Position: Q1 2025 in Review

Lindbrook Capital increased its S&P Global (SPGI) stake by 16% in Q1 2025, buying an estimated $181K and bringing the position to 2,529 shares worth $1.28M. The position accounts for 0.12% of the portfolio, ranked #107.

Lindbrook Capital first reported a position in SPGI in Q4 2018 and has held it in 26 quarters since. 2,078 funds tracked by Wall St. Rank hold SPGI as of Q1 2025.

  • Lindbrook Capital held 2,529 shares of S&P Global worth $1.28M as of Q1 2025.
  • Lindbrook Capital bought 354 S&P Global shares in Q1 2025, an estimated $181K.
  • S&P Global made up 0.12% of Lindbrook Capital's portfolio in Q1 2025, its #107 holding.
  • Lindbrook Capital first reported a position in S&P Global in Q4 2018 and has held it in 26 quarters since.
  • 2,078 funds tracked by Wall St. Rank held S&P Global as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.