SpiderRock Advisors’s S&P Global SPGI Stock Holding History

SpiderRock 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
2024 Q3	$2.48M	Hold	4,800	–	–	0.04%	273
2024 Q2	$2.14M	Hold	4,800	–	–	0.04%	264
2024 Q1	$2.02M	Buy	+4,800	New	+$2.08M	0.05%	259
2023 Q4	–	Hold	0	–	–	–	70
2023 Q3	–	Hold	0	–	–	–	57
2023 Q2	–	Hold	0	–	–	–	52
2023 Q1	–	Hold	0	–	–	–	49
2022 Q4	–	Hold	0	–	–	–	43
2022 Q3	–	Hold	0	–	–	–	40
2022 Q2	–	Hold	0	–	–	–	35
2022 Q1	–	Hold	0	–	–	–	39
2021 Q4	–	Hold	0	–	–	–	35
2021 Q3	–	Hold	0	–	–	–	33
2021 Q2	–	Hold	0	–	–	–	31
2021 Q1	–	Hold	0	–	–	–	38
2020 Q4	–	Hold	0	–	–	–	33
2020 Q3	–	Hold	0	–	–	–	44
2020 Q2	–	Hold	0	–	–	–	39
2020 Q1	–	Hold	0	–	–	–	29
2019 Q4	–	Hold	0	–	–	–	20
2019 Q3	–	Hold	0	–	–	–	46

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

SpiderRock Advisors's SPGI Position: Q3 2024 in Review

SpiderRock Advisors increased its S&P Global (SPGI) stake by 1.8% in Q3 2024, buying an estimated $194K and bringing the position to 22,730 shares worth $11.7M. The position accounts for 0.19% of the portfolio, ranked #82.

SpiderRock Advisors first reported a position in SPGI in Q1 2024 and has held it in 3 quarters since. 1,927 funds tracked by Wall St. Rank hold SPGI as of Q3 2024.

SpiderRock Advisors held 22,730 shares of S&P Global worth $11.7M as of Q3 2024.
SpiderRock Advisors bought 391 S&P Global shares in Q3 2024, an estimated $194K.
S&P Global made up 0.19% of SpiderRock Advisors's portfolio in Q3 2024, its #82 holding.
SpiderRock Advisors first reported a position in S&P Global in Q1 2024 and has held it in 3 quarters since.
1,927 funds tracked by Wall St. Rank held S&P Global as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.