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

My 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
Q2 		$809K Sell
1,527
-57
-4% -$28.4K 0.29% 99
2025
Q1 		$805K Buy
1,584
+55
+4% +$28.1K 0.31% 94
2024
Q4 		$759K Buy
1,529
+26
+2% +$13.2K 0.29% 94
2024
Q3 		$776K Sell
1,503
-288
-16% -$143K 0.31% 92
2024
Q2 		$799K Buy
1,791
+30
+2% +$12.9K 0.26% 105
2024
Q1 		$749K Buy
1,761
+74
+4% +$32.1K 0.25% 113
2023
Q4 		$732K Buy
1,687
+31
+2% +$12.2K 0.26% 114
2023
Q3 		$592K Buy
1,656
+79
+5% +$31.1K 0.24% 128
2023
Q2 		$650K Buy
1,577
+7
+0.4% +$2.56K 0.26% 130
2023
Q1 		$532K Buy
1,570
+52
+3% +$18.3K 0.23% 140
2022
Q4 		$566K Buy
1,518
+99
+7% +$32.6K 0.24% 145
2022
Q3 		$407K Buy
1,419
+97
+7% +$34.7K 0.21% 163
2022
Q2 		$465K Buy
1,322
+87
+7% +$31K 0.23% 147
2022
Q1 		$507K Buy
+1,235
New +$503K 0.24% 131

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
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

My Legacy Advisors's SPGI Position: Q2 2025 in Review

My Legacy Advisors reduced its S&P Global (SPGI) stake by 3.6% in Q2 2025, selling an estimated $28.4K and leaving 1,527 shares worth $809K. The position accounts for 0.29% of the portfolio, ranked #99.

My Legacy Advisors first reported a position in SPGI in Q1 2022 and has held it in 14 quarters since. 2,062 funds tracked by Wall St. Rank hold SPGI as of Q2 2025.

  • My Legacy Advisors held 1,527 shares of S&P Global worth $809K as of Q2 2025.
  • My Legacy Advisors sold 57 S&P Global shares in Q2 2025, an estimated $28.4K.
  • S&P Global made up 0.29% of My Legacy Advisors's portfolio in Q2 2025, its #99 holding.
  • My Legacy Advisors first reported a position in S&P Global in Q1 2022 and has held it in 14 quarters since.
  • 2,062 funds tracked by Wall St. Rank held S&P Global as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.