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

Schechter 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 Q1	$1.49M	Sell	2,925 -772	-21%	-$394K	0.12%	166
2024 Q4	$1.84M	Sell	3,697 -206	-5%	-$105K	0.14%	137
2024 Q3	$2.02M	Sell	3,903 -9	-0.2%	-$4.45K	0.15%	133
2024 Q2	$1.74M	Buy	3,912 +225	+6%	+$96.5K	0.13%	145
2024 Q1	$1.57M	Buy	3,687 +199	+6%	+$86.3K	0.12%	163
2023 Q4	$1.54M	Buy	3,488 +10	+0.3%	+$3.95K	0.13%	151
2023 Q3	$1.27M	Buy	3,478 +29	+0.8%	+$11.4K	0.12%	179
2023 Q2	$1.38M	Buy	3,449 +16	+0.5%	+$5.85K	0.12%	180
2023 Q1	$1.18M	Buy	3,433 +438	+15%	+$154K	0.11%	215
2022 Q4	$1M	Sell	2,995 -69	-2%	-$22.7K	0.09%	288
2022 Q3	$935K	Buy	3,064 +77	+3%	+$27.5K	0.09%	301
2022 Q2	$1.01M	Buy	2,987 +100	+3%	+$35.6K	0.1%	283
2022 Q1	$1.19M	Buy	2,887 +229	+9%	+$93.3K	0.11%	248
2021 Q4	$1.25M	Buy	+2,658	New	+$1.22M	0.11%	236

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

Schechter Investment Advisors's SPGI Position: Q1 2025 in Review

Schechter Investment Advisors reduced its S&P Global (SPGI) stake by 21% in Q1 2025, selling an estimated $394K and leaving 2,925 shares worth $1.49M. The position accounts for 0.12% of the portfolio, ranked #166.

Schechter Investment Advisors first reported a position in SPGI in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.02M in Q3 2024. 2,075 funds tracked by Wall St. Rank hold SPGI as of Q1 2025.

Schechter Investment Advisors held 2,925 shares of S&P Global worth $1.49M as of Q1 2025.
Schechter Investment Advisors sold 772 S&P Global shares in Q1 2025, an estimated $394K.
S&P Global made up 0.12% of Schechter Investment Advisors's portfolio in Q1 2025, its #166 holding.
Schechter Investment Advisors first reported a position in S&P Global in Q4 2021 and has held it in 14 quarters since.
Schechter Investment Advisors's S&P Global position peaked at $2.02M in Q3 2024.
2,075 funds tracked by Wall St. Rank held S&P Global as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.