The Family Firm’s S&P Global SPGI Stock Holding History

The Family Firm’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	-414	Closed	-$207K	–	218
2024 Q4	$207K	Hold	414	–	–	0.05%	204
2024 Q3	$214K	Buy	414 +25	+6%	+$12.4K	0.05%	198
2024 Q2	$173K	Buy	+389	New	+$167K	0.04%	214

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 $1.88T AUM 44.46% 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 $1T AUM

The Family Firm's SPGI Position: Q1 2025 in Review

The Family Firm sold out of S&P Global (SPGI) in Q1 2025, closing a stake of 414 shares — an estimated $207K sold.

The Family Firm first reported a position in SPGI in Q2 2024 and held it in 3 quarters. The position peaked at $214K in Q3 2024. 2,078 funds tracked by Wall St. Rank hold SPGI as of Q1 2025.

The Family Firm reported no remaining S&P Global position as of Q1 2025 after selling out during the quarter.
The Family Firm sold 414 S&P Global shares in Q1 2025, an estimated $207K.
The Family Firm first reported a position in S&P Global in Q2 2024 and held it in 3 quarters.
The Family Firm's S&P Global position peaked at $214K in Q3 2024.
2,078 funds tracked by Wall St. Rank held S&P Global as of Q1 2025.

Based on The Family Firm's 13F filing for Q1 2025, filed 1 May 2025.