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Prossimo Advisors’s S&P Global SPGI Stock Holding History

Prossimo 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
Q3 		– Sell
-1,300
Closed -$685K – 109
2025
Q2 		$685K Sell
1,300
-226
-15% -$113K 0.55% 53
2025
Q1 		$775K Buy
1,526
+1
+0.1% +$511 0.58% 53
2024
Q4 		$759K Sell
1,525
-9
-0.6% -$4.57K 0.55% 54
2024
Q3 		$792K Buy
1,534
+11
+0.7% +$5.44K 0.58% 50
2024
Q2 		$679K Buy
1,523
+190
+14% +$81.5K 0.61% 50
2024
Q1 		$567K Sell
1,333
-106
-7% -$45.9K 1.1% 29
2023
Q4 		$634K Buy
1,439
+19
+1% +$7.5K 1.34% 25
2023
Q3 		$519K Buy
1,420
+125
+10% +$49.1K 1.22% 29
2023
Q2 		$519K Buy
1,295
+120
+10% +$43.8K 0.5% 73
2023
Q1 		$405K Hold
1,175
– – 0.99% 40
2022
Q4 		$394K Buy
+1,175
New +$387K 0.91% 40

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Prossimo Advisors's SPGI Position: Q3 2025 in Review

Prossimo Advisors sold out of S&P Global (SPGI) in Q3 2025, closing a stake of 1,300 shares — an estimated $685K sold.

Prossimo Advisors first reported a position in SPGI in Q4 2022 and held it in 11 quarters. The position peaked at $792K in Q3 2024. 2,053 funds tracked by Wall St. Rank hold SPGI as of Q3 2025.

  • Prossimo Advisors reported no remaining S&P Global position as of Q3 2025 after selling out during the quarter.
  • Prossimo Advisors sold 1,300 S&P Global shares in Q3 2025, an estimated $685K.
  • Prossimo Advisors first reported a position in S&P Global in Q4 2022 and held it in 11 quarters.
  • Prossimo Advisors's S&P Global position peaked at $792K in Q3 2024.
  • 2,053 funds tracked by Wall St. Rank held S&P Global as of Q3 2025.

Based on Prossimo Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.