LIG
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Lokken Investment Group’s S&P Global SPGI Stock Holding History

Lokken Investment Group’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
Q3 		$1.44M Buy
2,950
+15
+0.5% +$8.03K 0.49% 56
2025
Q2 		$1.55M Buy
2,935
+245
+9% +$122K 0.6% 47
2025
Q1 		$1.37M Buy
2,690
+144
+6% +$73.6K 0.58% 47
2024
Q4 		$1.27M Sell
2,546
-37
-1% -$18.8K 0.55% 47
2024
Q3 		$1.33M Buy
2,583
+314
+14% +$155K 0.56% 45
2024
Q2 		$1.01M Buy
2,269
+287
+14% +$123K 0.48% 56
2024
Q1 		$843K Buy
1,982
+188
+10% +$81.5K 0.42% 62
2023
Q4 		$790K Buy
+1,794
New +$708K 0.45% 60

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lokken Investment Group's SPGI Position: Q3 2025 in Review

Lokken Investment Group increased its S&P Global (SPGI) stake by 0.51% in Q3 2025, buying an estimated $8.03K and bringing the position to 2,950 shares worth $1.44M. The position accounts for 0.49% of the portfolio, ranked #56.

Lokken Investment Group first reported a position in SPGI in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.55M in Q2 2025. 2,052 funds tracked by Wall St. Rank hold SPGI as of Q3 2025.

  • Lokken Investment Group held 2,950 shares of S&P Global worth $1.44M as of Q3 2025.
  • Lokken Investment Group bought 15 S&P Global shares in Q3 2025, an estimated $8.03K.
  • S&P Global made up 0.49% of Lokken Investment Group's portfolio in Q3 2025, its #56 holding.
  • Lokken Investment Group first reported a position in S&P Global in Q4 2023 and has held it in 8 quarters since.
  • Lokken Investment Group's S&P Global position peaked at $1.55M in Q2 2025.
  • 2,052 funds tracked by Wall St. Rank held S&P Global as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.