Simplex Trading
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Simplex Trading’s S&P Global SPGI Stock Holding History

Simplex Trading’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
-6,245
Closed -$3.09M – 9966
2025
Q3 		$3.04M Buy
+6,245
New +$3.34M ﹤0.01% 1913
2025
Q1 		– Sell
-144
Closed -$73.6K – 9602
2024
Q4 		$71K Buy
+144
New +$73.1K ﹤0.01% 5514
2024
Q2 		– Sell
-6,763
Closed -$2.9M – 9739
2024
Q1 		$2.88M Buy
+6,763
New +$2.93M ﹤0.01% 2069
2023
Q1 		– Sell
-2,381
Closed -$838K – 10058
2022
Q4 		$797K Sell
2,381
-21,120
-90% -$6.96M ﹤0.01% 2697
2022
Q3 		$7.18M Buy
+23,501
New +$8.41M 0.01% 967
2022
Q1 		– Sell
-3,499
Closed -$1.43M – 11333
2021
Q4 		$1.65M Sell
3,499
-30,393
-90% -$13.9M ﹤0.01% 2239
2021
Q3 		$14M Buy
33,892
+826
+2% +$358K 0.01% 580
2021
Q2 		$13.6M Buy
33,066
+28,326
+598% +$10.9M 0.01% 584
2021
Q1 		$1.67M Buy
+4,740
New +$1.58M ﹤0.01% 1825
2019
Q2 		– Sell
-5,891
Closed -$1.29M – 7744
2019
Q1 		$1.24M Buy
+5,891
New +$1.14M ﹤0.01% 1808
2017
Q2 		– Sell
-5,464
Closed -$759K – 6743
2017
Q1 		$714K Sell
5,464
-2,228
-29% -$277K 0.03% 505
2016
Q4 		$827K Buy
+7,692
New +$919K 0.05% 324

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Simplex Trading's SPGI Position: Q4 2025 in Review

Simplex Trading sold out of S&P Global (SPGI) in Q4 2025, closing a stake of 6,245 shares — an estimated $3.09M sold.

Simplex Trading first reported a position in SPGI in Q4 2016 and held it in 12 quarters. The position peaked at $14M in Q3 2021. 2,194 funds tracked by Wall St. Rank hold SPGI as of Q4 2025.

  • Simplex Trading reported no remaining S&P Global position as of Q4 2025 after selling out during the quarter.
  • Simplex Trading sold 6,245 S&P Global shares in Q4 2025, an estimated $3.09M.
  • Simplex Trading first reported a position in S&P Global in Q4 2016 and held it in 12 quarters.
  • Simplex Trading's S&P Global position peaked at $14M in Q3 2021.
  • 2,194 funds tracked by Wall St. Rank held S&P Global as of Q4 2025.

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