Optimum Investment Advisors’s S&P Global SPGI Stock Holding History

Optimum Investment 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	–	Sell	-3	Closed	-$1.52K	–	636
2025 Q1	$1.52K	Buy	+3	New	+$1.53K	﹤0.01%	606
2023 Q2	–	Sell	-30	Closed	-$10.3K	–	756
2023 Q1	$10.3K	Hold	30	–	–	0.01%	562
2022 Q4	$10K	Hold	30	–	–	0.01%	568
2022 Q3	$9K	Hold	30	–	–	﹤0.01%	598
2022 Q2	$10K	Hold	30	–	–	0.01%	607
2022 Q1	$12K	Hold	30	–	–	0.01%	631
2021 Q4	$14K	Hold	30	–	–	0.01%	639
2021 Q3	$13K	Hold	30	–	–	0.01%	651
2021 Q2	$12K	Hold	30	–	–	﹤0.01%	730
2021 Q1	$11K	Hold	30	–	–	﹤0.01%	761
2020 Q4	$10K	Hold	30	–	–	﹤0.01%	734
2020 Q3	$11K	Hold	30	–	–	﹤0.01%	693
2020 Q2	$10K	Hold	30	–	–	﹤0.01%	702
2020 Q1	$7K	Hold	30	–	–	﹤0.01%	726
2019 Q4	$8K	Sell	30 -20	-40%	-$5.2K	﹤0.01%	806
2019 Q3	$12K	Hold	50	–	–	﹤0.01%	763
2019 Q2	$11K	Hold	50	–	–	﹤0.01%	779
2019 Q1	$11K	Sell	50 -19	-28%	-$3.68K	﹤0.01%	796
2018 Q4	$12K	Sell	69 -1,100	-94%	-$197K	﹤0.01%	731
2018 Q3	$228K	Buy	1,169 +150	+15%	+$31K	0.06%	282
2018 Q2	$208K	Buy	1,019 +369	+57%	+$72.9K	0.06%	292
2018 Q1	$124K	Buy	+650	New	+$120K	0.04%	363

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

Optimum Investment Advisors's SPGI Position: Q2 2025 in Review

Optimum Investment Advisors sold out of S&P Global (SPGI) in Q2 2025, closing a stake of 3 shares — an estimated $1.52K sold.

Optimum Investment Advisors first reported a position in SPGI in Q1 2018 and held it in 22 quarters. The position peaked at $228K in Q3 2018. 2,063 funds tracked by Wall St. Rank hold SPGI as of Q2 2025.

Optimum Investment Advisors reported no remaining S&P Global position as of Q2 2025 after selling out during the quarter.
Optimum Investment Advisors sold 3 S&P Global shares in Q2 2025, an estimated $1.52K.
Optimum Investment Advisors first reported a position in S&P Global in Q1 2018 and held it in 22 quarters.
Optimum Investment Advisors's S&P Global position peaked at $228K in Q3 2018.
2,063 funds tracked by Wall St. Rank held S&P Global as of Q2 2025.

Based on Optimum Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.