NEOS Investment Management’s S&P Global SPGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$15.2M Buy
28,782
+4,065
+16% +$2.14M 0.19% 105
2025
Q1
$12.6M Buy
24,717
+6,513
+36% +$3.31M 0.24% 84
2024
Q4
$9.07M Buy
18,204
+4,569
+34% +$2.28M 0.21% 92
2024
Q3
$7.04M Buy
13,635
+2,726
+25% +$1.41M 0.21% 95
2024
Q2
$4.87M Buy
10,909
+3,066
+39% +$1.37M 0.2% 93
2024
Q1
$3.34M Buy
7,843
+2,768
+55% +$1.18M 0.21% 95
2023
Q4
$2.24M Buy
5,075
+1,233
+32% +$543K 0.21% 97
2023
Q3
$1.4M Buy
+3,842
New +$1.4M 0.18% 118