Susquehanna Fundamental Investments’s S&P Global SPGI Stock Holding History

Susquehanna Fundamental Investments’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 Q2	–	Sell	-6,400	Closed	-$3.25M	–	982
2025 Q1	$3.25M	Buy	+6,400	New	+$3.27M	0.05%	412
2023 Q2	–	Sell	-13,277	Closed	-$4.58M	–	849
2023 Q1	$4.58M	Sell	13,277 -45,432	-77%	-$16M	0.11%	236
2022 Q4	$19.7M	Sell	58,709 -81,529	-58%	-$26.9M	0.34%	74
2022 Q3	$42.8M	Buy	+140,238	New	+$50.2M	0.73%	3
2022 Q1	$5M	Hold	12,200	–	–	0.1%	292
2021 Q4	$5.76M	Buy	+12,200	New	+$5.58M	0.15%	170

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 $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

Susquehanna Fundamental Investments's SPGI Position: Q2 2025 in Review

Susquehanna Fundamental Investments sold out of S&P Global (SPGI) in Q2 2025, closing a stake of 6,400 shares — an estimated $3.25M sold.

Susquehanna Fundamental Investments first reported a position in SPGI in Q4 2021 and held it in 6 quarters. The position peaked at $42.8M in Q3 2022. 2,065 funds tracked by Wall St. Rank hold SPGI as of Q2 2025.

Susquehanna Fundamental Investments reported no remaining S&P Global position as of Q2 2025 after selling out during the quarter.
Susquehanna Fundamental Investments sold 6,400 S&P Global shares in Q2 2025, an estimated $3.25M.
Susquehanna Fundamental Investments first reported a position in S&P Global in Q4 2021 and held it in 6 quarters.
Susquehanna Fundamental Investments's S&P Global position peaked at $42.8M in Q3 2022.
2,065 funds tracked by Wall St. Rank held S&P Global as of Q2 2025.

Based on Susquehanna Fundamental Investments's 13F filing for Q2 2025, filed 14 Aug 2025.