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

Strategic Global 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
Q3 		– Sell
-2,432
Closed -$1.28M – 169
2025
Q2 		$1.28M Buy
2,432
+96
+4% +$47.9K 0.21% 97
2025
Q1 		$1.19M Sell
2,336
-60
-3% -$30.7K 0.23% 100
2024
Q4 		$1.19M Buy
+2,396
New +$1.22M 0.22% 93
2022
Q2 		– Sell
-42,606
Closed -$17.5M – 162
2022
Q1 		$17.5M Sell
42,606
-6,786
-14% -$2.76M 2.55% 5
2021
Q4 		$23.3M Buy
49,392
+17,863
+57% +$8.17M 3.01% 3
2021
Q3 		$13.4M Buy
31,529
+7,523
+31% +$3.26M 1.96% 7
2021
Q2 		$9.85M Sell
24,006
-2,501
-9% -$961K 1.79% 9
2021
Q1 		$9.35M Buy
26,507
+510
+2% +$170K 1.68% 10
2020
Q4 		$8.55M Sell
25,997
-560
-2% -$189K 1.51% 16
2020
Q3 		$9.58M Buy
26,557
+2,158
+9% +$761K 1.8% 8
2020
Q2 		$8.04M Buy
24,399
+12,156
+99% +$3.66M 1.72% 8
2020
Q1 		$3M Buy
12,243
+3,863
+46% +$1.06M 0.77% 39
2019
Q4 		$2.29M Sell
8,380
-79
-0.9% -$20.5K 0.48% 54
2019
Q3 		$2.07M Sell
8,459
-733
-8% -$183K 0.47% 57
2019
Q2 		$2.09M Sell
9,192
-504
-5% -$110K 0.45% 64
2019
Q1 		$2.04M Buy
9,696
+6,843
+240% +$1.33M 0.43% 73
2018
Q4 		$485K Buy
2,853
+160
+6% +$28.7K 0.17% 104
2018
Q3 		$526K Sell
2,693
-21
-0.8% -$4.33K 0.16% 114
2018
Q2 		$519K Hold
2,714
– – 0.13% 115
2018
Q1 		$519K Buy
+2,714
New +$501K 0.18% 105

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Strategic Global Advisors's SPGI Position: Q3 2025 in Review

Strategic Global Advisors sold out of S&P Global (SPGI) in Q3 2025, closing a stake of 2,432 shares — an estimated $1.28M sold.

Strategic Global Advisors first reported a position in SPGI in Q1 2018 and held it in 20 quarters. The position peaked at $23.3M in Q4 2021. 2,058 funds tracked by Wall St. Rank hold SPGI as of Q3 2025.

  • Strategic Global Advisors reported no remaining S&P Global position as of Q3 2025 after selling out during the quarter.
  • Strategic Global Advisors sold 2,432 S&P Global shares in Q3 2025, an estimated $1.28M.
  • Strategic Global Advisors first reported a position in S&P Global in Q1 2018 and held it in 20 quarters.
  • Strategic Global Advisors's S&P Global position peaked at $23.3M in Q4 2021.
  • 2,058 funds tracked by Wall St. Rank held S&P Global as of Q3 2025.

Based on Strategic Global Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.