Tucker Asset Management’s S&P Global SPGI Stock Holding History

Tucker Asset Management’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 Q4	$6.79K	Buy	+13	New	+$6.43K	﹤0.01%	645
2025 Q1	–	Sell	-15	Closed	-$7.47K	–	838
2024 Q4	$7.47K	Buy	15 +7	+88%	+$3.55K	﹤0.01%	859
2024 Q3	$4.13K	Hold	8	–	–	﹤0.01%	977
2024 Q2	$3.57K	Buy	8 +4	+100%	+$1.72K	﹤0.01%	1170
2024 Q1	$1.7K	Hold	4	–	–	﹤0.01%	1345
2023 Q4	$1.76K	Sell	4 -7	-64%	-$2.76K	﹤0.01%	1154
2023 Q3	$4.02K	Sell	11 -4	-27%	-$1.57K	﹤0.01%	877
2023 Q2	$6.01K	Buy	15 +3	+25%	+$1.1K	﹤0.01%	631
2023 Q1	$4.14K	Buy	+12	New	+$4.22K	﹤0.01%	746

Other funds holding SPGI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tucker Asset Management's SPGI Position: Q4 2025 in Review

Tucker Asset Management opened a new position in S&P Global (SPGI) in Q4 2025: 13 shares worth $6.79K. The stake represents ﹤0.01% of the portfolio and ranks #645 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in SPGI as recently as Q4 2024.

Tucker Asset Management first reported a position in SPGI in Q1 2023 and has held it in 9 quarters since. The position peaked at $7.47K in Q4 2024. 2,194 funds tracked by Wall St. Rank hold SPGI as of Q4 2025.

Tucker Asset Management held 13 shares of S&P Global worth $6.79K as of Q4 2025.
S&P Global was a new Tucker Asset Management position in Q4 2025.
S&P Global made up ﹤0.01% of Tucker Asset Management's portfolio in Q4 2025, its #645 holding.
Tucker Asset Management first reported a position in S&P Global in Q1 2023 and has held it in 9 quarters since.
Tucker Asset Management's S&P Global position peaked at $7.47K in Q4 2024.
2,194 funds tracked by Wall St. Rank held S&P Global as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.