SPA
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Sherbrooke Park Advisers’s S&P Global SPGI Stock Holding History

Sherbrooke Park Advisers’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 		$379K Sell
726
-815
-53% -$403K 0.98% 22
2025
Q3 		$750K Buy
+1,541
New +$825K 0.35% 74

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Sherbrooke Park Advisers's SPGI Position: Q4 2025 in Review

Sherbrooke Park Advisers reduced its S&P Global (SPGI) stake by 53% in Q4 2025, selling an estimated $403K and leaving 726 shares worth $379K. The position accounts for 0.98% of the portfolio, ranked #22.

Sherbrooke Park Advisers first reported a position in SPGI in Q3 2025 and has held it in 2 quarters since. The position peaked at $750K in Q3 2025. 2,197 funds tracked by Wall St. Rank hold SPGI as of Q4 2025.

  • Sherbrooke Park Advisers held 726 shares of S&P Global worth $379K as of Q4 2025.
  • Sherbrooke Park Advisers sold 815 S&P Global shares in Q4 2025, an estimated $403K.
  • S&P Global made up 0.98% of Sherbrooke Park Advisers's portfolio in Q4 2025, its #22 holding.
  • Sherbrooke Park Advisers first reported a position in S&P Global in Q3 2025 and has held it in 2 quarters since.
  • Sherbrooke Park Advisers's S&P Global position peaked at $750K in Q3 2025.
  • 2,197 funds tracked by Wall St. Rank held S&P Global as of Q4 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.