Smith Anglin Financial’s S&P Global SPGI Stock Holding History

Smith Anglin Financial’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	$251K	Sell	477 -13	-3%	-$6.49K	0.02%	175
2025 Q1	$249K	Sell	490 -23	-4%	-$11.8K	0.03%	175
2024 Q4	$255K	Buy	513 +1	+0.2%	+$507	0.02%	169
2024 Q3	$265K	Buy	512 +35	+7%	+$17.3K	0.03%	165
2024 Q2	$213K	Hold	477	–	–	0.02%	182
2024 Q1	$203K	Sell	477 -6	-1%	-$2.6K	0.02%	189
2023 Q4	$213K	Buy	+483	New	+$191K	0.02%	167
2022 Q2	–	Sell	-492	Closed	-$202K	–	146
2022 Q1	$202K	Buy	+492	New	+$200K	0.05%	133

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

Smith Anglin Financial's SPGI Position: Q2 2025 in Review

Smith Anglin Financial reduced its S&P Global (SPGI) stake by 2.7% in Q2 2025, selling an estimated $6.49K and leaving 477 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #175.

Smith Anglin Financial first reported a position in SPGI in Q1 2022 and has held it in 8 quarters since. The position peaked at $265K in Q3 2024. 2,062 funds tracked by Wall St. Rank hold SPGI as of Q2 2025.

Smith Anglin Financial held 477 shares of S&P Global worth $251K as of Q2 2025.
Smith Anglin Financial sold 13 S&P Global shares in Q2 2025, an estimated $6.49K.
S&P Global made up 0.02% of Smith Anglin Financial's portfolio in Q2 2025, its #175 holding.
Smith Anglin Financial first reported a position in S&P Global in Q1 2022 and has held it in 8 quarters since.
Smith Anglin Financial's S&P Global position peaked at $265K in Q3 2024.
2,062 funds tracked by Wall St. Rank held S&P Global as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.