Summit Investment Advisors’s S&P Global SPGI Stock Holding History

Summit Investment 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 Q1	–	Sell	-406	Closed	-$220K	–	58
2024 Q4	$220K	Buy	+406	New	+$206K	0.2%	52

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Summit Investment Advisors's SPGI Position: Q1 2025 in Review

Summit Investment Advisors sold out of S&P Global (SPGI) in Q1 2025, closing a stake of 406 shares — an estimated $220K sold.

Summit Investment Advisors first reported a position in SPGI in Q4 2024 and held it in 1 quarter. The position peaked at $220K in Q4 2024. 2,081 funds tracked by Wall St. Rank hold SPGI as of Q1 2025.

Summit Investment Advisors reported no remaining S&P Global position as of Q1 2025 after selling out during the quarter.
Summit Investment Advisors sold 406 S&P Global shares in Q1 2025, an estimated $220K.
Summit Investment Advisors first reported a position in S&P Global in Q4 2024 and held it in 1 quarter.
Summit Investment Advisors's S&P Global position peaked at $220K in Q4 2024.
2,081 funds tracked by Wall St. Rank held S&P Global as of Q1 2025.

Based on Summit Investment Advisors's 13F filing for Q1 2025, filed 13 May 2025.