RI
SPGI icon

Ridgewood Investments’s S&P Global SPGI Stock Holding History

Ridgewood Investments’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
-80
Closed -$42.2K – 612
2025
Q2 		$42.2K Hold
80
– – 0.02% 357
2025
Q1 		$40.6K Hold
80
– – 0.02% 343
2024
Q4 		$39.8K Hold
80
– – 0.02% 345
2024
Q3 		$41.3K Sell
80
-1
-1% -$495 0.02% 341
2024
Q2 		$36.1K Buy
+81
New +$34.8K 0.02% 366
2023
Q3 		– Sell
-81
Closed -$32.5K – 666
2023
Q2 		$32.5K Hold
81
– – 0.02% 390
2023
Q1 		$27.9K Buy
+81
New +$28.5K 0.02% 417

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

Ridgewood Investments's SPGI Position: Q3 2025 in Review

Ridgewood Investments sold out of S&P Global (SPGI) in Q3 2025, closing a stake of 80 shares — an estimated $42.2K sold.

Ridgewood Investments first reported a position in SPGI in Q1 2023 and held it in 7 quarters. The position peaked at $42.2K in Q2 2025. 2,052 funds tracked by Wall St. Rank hold SPGI as of Q3 2025.

  • Ridgewood Investments reported no remaining S&P Global position as of Q3 2025 after selling out during the quarter.
  • Ridgewood Investments sold 80 S&P Global shares in Q3 2025, an estimated $42.2K.
  • Ridgewood Investments first reported a position in S&P Global in Q1 2023 and held it in 7 quarters.
  • Ridgewood Investments's S&P Global position peaked at $42.2K in Q2 2025.
  • 2,052 funds tracked by Wall St. Rank held S&P Global as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.