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SS&H Financial Advisors’s S&P Global SPGI Stock Holding History

SS&H Financial 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
2025
Q4 		$6.21M Hold
11,887
– – 1.81% 13
2025
Q3 		$5.79M Hold
11,887
– – 1.76% 12
2025
Q2 		$6.27M Hold
11,887
– – 2.09% 10
2025
Q1 		$6.04M Hold
11,887
– – 2.25% 9
2024
Q4 		$5.92M Hold
11,887
– – 2.16% 9
2024
Q3 		$6.14M Hold
11,887
– – 2.24% 9
2024
Q2 		$5.3M Hold
11,887
– – 2.07% 9
2024
Q1 		$5.06M Hold
11,887
– – 2.11% 10
2023
Q4 		$5.24M Sell
11,887
-752
-6% -$297K 2.22% 10
2023
Q3 		$4.62M Buy
+12,639
New +$4.97M 2.16% 11
2023
Q1 		$4.36M Hold
12,637
– – 2% 9
2022
Q4 		$4.23M Hold
12,637
– – 2.02% 11
2022
Q3 		$3.86M Hold
12,637
– – 1.99% 12
2022
Q2 		$4.26M Hold
12,637
– – 1.97% 13
2022
Q1 		$5.18M Buy
+12,637
New +$5.15M 2.03% 9

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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

SS&H Financial Advisors's SPGI Position: Q4 2025 in Review

SS&H Financial Advisors held its S&P Global (SPGI) position steady in Q4 2025 at 11,887 shares worth $6.21M. The position accounts for 1.81% of the portfolio, ranked #13.

SS&H Financial Advisors first reported a position in SPGI in Q1 2022 and has held it in 15 quarters since. The position peaked at $6.27M in Q2 2025. 2,194 funds tracked by Wall St. Rank hold SPGI as of Q4 2025.

  • SS&H Financial Advisors held 11,887 shares of S&P Global worth $6.21M as of Q4 2025.
  • SS&H Financial Advisors left its S&P Global share count unchanged in Q4 2025.
  • S&P Global made up 1.81% of SS&H Financial Advisors's portfolio in Q4 2025, its #13 holding.
  • SS&H Financial Advisors first reported a position in S&P Global in Q1 2022 and has held it in 15 quarters since.
  • SS&H Financial Advisors's S&P Global position peaked at $6.27M in Q2 2025.
  • 2,194 funds tracked by Wall St. Rank held S&P Global as of Q4 2025.

Based on SS&H Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.