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

Rise 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 Q4	–	Sell	-199	Closed	-$96.8K	–	1238
2025 Q3	$96.8K	Buy	199 +4	+2%	+$2.14K	0.03%	164
2025 Q2	$103K	Buy	195 +7	+4%	+$3.49K	0.04%	152
2025 Q1	$95.7K	Buy	188 +8	+4%	+$4.09K	0.04%	149
2024 Q4	$89.7K	Sell	180 -4	-2%	-$2.03K	0.04%	150
2024 Q3	$95K	Buy	184 +1	+0.5%	+$495	0.05%	153
2024 Q2	$81.8K	Hold	183	–	–	0.04%	171
2024 Q1	$77.9K	Buy	183 +178	+3,560%	+$77.2K	0.04%	172
2023 Q4	$2.24K	Sell	5 -1	-17%	-$395	﹤0.01%	455
2023 Q3	$2.21K	Sell	6 -32	-84%	-$12.6K	﹤0.01%	454
2023 Q2	$15.2K	Hold	38	–	–	0.01%	278
2023 Q1	$13.1K	Hold	38	–	–	0.01%	319
2022 Q4	$12.7K	Sell	38 -174	-82%	-$57.4K	0.01%	318
2022 Q3	$65K	Buy	212 +175	+473%	+$62.6K	0.05%	130
2022 Q2	$13K	Buy	+37	New	+$13.2K	0.01%	303

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

Norges Bank Oslo, Norway $935B AUM

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

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

Rise Advisors's SPGI Position: Q4 2025 in Review

Rise Advisors sold out of S&P Global (SPGI) in Q4 2025, closing a stake of 199 shares — an estimated $96.8K sold.

Rise Advisors first reported a position in SPGI in Q2 2022 and held it in 14 quarters. The position peaked at $103K in Q2 2025. 2,194 funds tracked by Wall St. Rank hold SPGI as of Q4 2025.

Rise Advisors reported no remaining S&P Global position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 199 S&P Global shares in Q4 2025, an estimated $96.8K.
Rise Advisors first reported a position in S&P Global in Q2 2022 and held it in 14 quarters.
Rise Advisors's S&P Global position peaked at $103K in Q2 2025.
2,194 funds tracked by Wall St. Rank held S&P Global as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.