SPC Financial Inc’s S&P Global SPGI Stock Holding History

SPC Financial Inc’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	–	Sell	-440	Closed	-$219K	–	267
2024 Q4	$219K	Sell	440 -153	-26%	-$77.6K	0.02%	242
2024 Q3	$306K	Sell	593 -23	-4%	-$11.4K	0.03%	210
2024 Q2	$275K	Buy	+616	New	+$264K	0.03%	206

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

SPC Financial Inc's SPGI Position: Q1 2025 in Review

SPC Financial Inc sold out of S&P Global (SPGI) in Q1 2025, closing a stake of 440 shares — an estimated $219K sold.

SPC Financial Inc first reported a position in SPGI in Q2 2024 and held it in 3 quarters. The position peaked at $306K in Q3 2024. 2,075 funds tracked by Wall St. Rank hold SPGI as of Q1 2025.

SPC Financial Inc reported no remaining S&P Global position as of Q1 2025 after selling out during the quarter.
SPC Financial Inc sold 440 S&P Global shares in Q1 2025, an estimated $219K.
SPC Financial Inc first reported a position in S&P Global in Q2 2024 and held it in 3 quarters.
SPC Financial Inc's S&P Global position peaked at $306K in Q3 2024.
2,075 funds tracked by Wall St. Rank held S&P Global as of Q1 2025.

Based on SPC Financial Inc's 13F filing for Q1 2025, filed 8 May 2025.