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SFMG Wealth Advisors’s S&P Global SPGI Stock Holding History

SFMG Wealth 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
Q2 		– Sell
-504
Closed -$256K – 299
2025
Q1 		$256K Sell
504
-41
-8% -$20.9K 0.02% 221
2024
Q4 		$271K Buy
545
+23
+4% +$11.7K 0.02% 213
2024
Q3 		$270K Buy
522
+15
+3% +$7.42K 0.02% 211
2024
Q2 		$226K Sell
507
-1
-0.2% -$429 0.02% 225
2024
Q1 		$216K Sell
508
-6
-1% -$2.6K 0.02% 239
2023
Q4 		$226K Sell
514
-61
-11% -$24.1K 0.02% 225
2023
Q3 		$210K Sell
575
-104
-15% -$40.9K 0.02% 216
2023
Q2 		$272K Buy
+679
New +$248K 0.03% 187

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

SFMG Wealth Advisors's SPGI Position: Q2 2025 in Review

SFMG Wealth Advisors sold out of S&P Global (SPGI) in Q2 2025, closing a stake of 504 shares — an estimated $256K sold.

SFMG Wealth Advisors first reported a position in SPGI in Q2 2023 and held it in 8 quarters. The position peaked at $272K in Q2 2023. 2,062 funds tracked by Wall St. Rank hold SPGI as of Q2 2025.

  • SFMG Wealth Advisors reported no remaining S&P Global position as of Q2 2025 after selling out during the quarter.
  • SFMG Wealth Advisors sold 504 S&P Global shares in Q2 2025, an estimated $256K.
  • SFMG Wealth Advisors first reported a position in S&P Global in Q2 2023 and held it in 8 quarters.
  • SFMG Wealth Advisors's S&P Global position peaked at $272K in Q2 2023.
  • 2,062 funds tracked by Wall St. Rank held S&P Global as of Q2 2025.

Based on SFMG Wealth Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.