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

TFB 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
-900
Closed -$475K – 347
2025
Q2 		$475K Sell
900
-34
-4% -$17K 0.12% 188
2025
Q1 		$475K Sell
934
-31
-3% -$15.8K 0.14% 178
2024
Q4 		$481K Sell
965
-3
-0.3% -$1.52K 0.14% 169
2024
Q3 		$500K Buy
968
+5
+0.5% +$2.47K 0.15% 161
2024
Q2 		$429K Buy
963
+303
+46% +$130K 0.14% 168
2024
Q1 		$275K Buy
+660
New +$286K 0.1% 217

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TFB Advisors's SPGI Position: Q3 2025 in Review

TFB Advisors sold out of S&P Global (SPGI) in Q3 2025, closing a stake of 900 shares — an estimated $475K sold.

TFB Advisors first reported a position in SPGI in Q1 2024 and held it in 6 quarters. The position peaked at $500K in Q3 2024. 2,052 funds tracked by Wall St. Rank hold SPGI as of Q3 2025.

  • TFB Advisors reported no remaining S&P Global position as of Q3 2025 after selling out during the quarter.
  • TFB Advisors sold 900 S&P Global shares in Q3 2025, an estimated $475K.
  • TFB Advisors first reported a position in S&P Global in Q1 2024 and held it in 6 quarters.
  • TFB Advisors's S&P Global position peaked at $500K in Q3 2024.
  • 2,052 funds tracked by Wall St. Rank held S&P Global as of Q3 2025.

Based on TFB Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.