Northeast Financial Consultants’s S&P Global SPGI Stock Holding History

Northeast Financial Consultants’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	$305K	Hold	579	–	–	0.01%	248
2025 Q1	$294K	Hold	579	–	–	0.01%	241
2024 Q4	$288K	Hold	579	–	–	0.01%	245
2024 Q3	$299K	Buy	579 +15	+3%	+$7.42K	0.01%	236
2024 Q2	$252K	Hold	564	–	–	0.01%	247
2024 Q1	$240K	Buy	+564	New	+$244K	0.01%	261
2022 Q3	–	Sell	-699	Closed	-$236K	–	352
2022 Q2	$236K	Sell	699 -13	-2%	-$4.63K	0.02%	292
2022 Q1	$292K	Buy	712 +238	+50%	+$96.9K	0.02%	308
2021 Q4	$224K	Buy	+474	New	+$217K	0.01%	324

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northeast Financial Consultants's SPGI Position: Q2 2025 in Review

Northeast Financial Consultants held its S&P Global (SPGI) position steady in Q2 2025 at 579 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #248.

Northeast Financial Consultants first reported a position in SPGI in Q4 2021 and has held it in 9 quarters since. 2,062 funds tracked by Wall St. Rank hold SPGI as of Q2 2025.

Northeast Financial Consultants held 579 shares of S&P Global worth $305K as of Q2 2025.
Northeast Financial Consultants left its S&P Global share count unchanged in Q2 2025.
S&P Global made up 0.01% of Northeast Financial Consultants's portfolio in Q2 2025, its #248 holding.
Northeast Financial Consultants first reported a position in S&P Global in Q4 2021 and has held it in 9 quarters since.
2,062 funds tracked by Wall St. Rank held S&P Global as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.