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Orion Portfolio Solutions’s S&P Global SPGI Stock Holding History

Orion Portfolio Solutions’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
Q1 		$20.4M Buy
40,072
+382
+1% +$195K 0.2% 101
2024
Q4 		$19.8M Sell
39,690
-1,006
-2% -$510K 0.2% 102
2024
Q3 		$21M Sell
40,696
-5,450
-12% -$2.7M 0.21% 93
2024
Q2 		$20.6M Sell
46,146
-2,958
-6% -$1.27M 0.22% 90
2024
Q1 		$20.9M Sell
49,104
-2,762
-5% -$1.2M 0.22% 89
2023
Q4 		$22.4M Sell
51,866
-3,760
-7% -$1.48M 0.26% 78
2023
Q3 		$20.3M Sell
55,626
-3,230
-5% -$1.27M 0.25% 85
2023
Q2 		$23.6M Sell
58,856
-3,304
-5% -$1.21M 0.25% 71
2023
Q1 		$21.4M Buy
62,160
+60,180
+3,039% +$21.2M 0.26% 74
2022
Q4 		$663K Buy
1,980
+59
+3% +$19.4K 0.02% 413
2022
Q3 		$586K Buy
1,921
+284
+17% +$102K 0.02% 380
2022
Q2 		$552K Sell
1,637
-194
-11% -$69.2K 0.02% 371
2022
Q1 		$751K Buy
1,831
+546
+42% +$222K 0.03% 321
2021
Q4 		$607K Buy
1,285
+51
+4% +$23.3K 0.02% 376
2021
Q3 		$524K Buy
1,234
+138
+13% +$59.8K 0.02% 383
2021
Q2 		$450K Sell
1,096
-117
-10% -$45K 0.02% 389
2021
Q1 		$428K Sell
1,213
-200
-14% -$66.6K 0.02% 350
2020
Q4 		$465K Sell
1,413
-33
-2% -$11.1K 0.02% 308
2020
Q3 		$521K Buy
1,446
+504
+54% +$178K 0.03% 257
2020
Q2 		$310K Buy
942
+393
+72% +$118K 0.02% 315
2020
Q1 		$135K Buy
549
+139
+34% +$38.1K 0.01% 394
2019
Q4 		$112K Buy
+410
New +$107K 0.01% 400

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

Orion Portfolio Solutions's SPGI Position: Q1 2025 in Review

Orion Portfolio Solutions increased its S&P Global (SPGI) stake by 0.96% in Q1 2025, buying an estimated $195K and bringing the position to 40,072 shares worth $20.4M. The position accounts for 0.2% of the portfolio, ranked #101.

Orion Portfolio Solutions first reported a position in SPGI in Q4 2019 and has held it in 22 quarters since. The position peaked at $23.6M in Q2 2023. 2,075 funds tracked by Wall St. Rank hold SPGI as of Q1 2025.

  • Orion Portfolio Solutions held 40,072 shares of S&P Global worth $20.4M as of Q1 2025.
  • Orion Portfolio Solutions bought 382 S&P Global shares in Q1 2025, an estimated $195K.
  • S&P Global made up 0.2% of Orion Portfolio Solutions's portfolio in Q1 2025, its #101 holding.
  • Orion Portfolio Solutions first reported a position in S&P Global in Q4 2019 and has held it in 22 quarters since.
  • Orion Portfolio Solutions's S&P Global position peaked at $23.6M in Q2 2023.
  • 2,075 funds tracked by Wall St. Rank held S&P Global as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.