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UP Strategic Wealth Investment Advisors’s S&P Global SPGI Stock Holding History

UP Strategic Wealth 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
Q2 		– Sell
-473
Closed -$240K – 101
2025
Q1 		$240K Buy
+473
New +$242K 0.21% 75

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

UP Strategic Wealth Investment Advisors's SPGI Position: Q2 2025 in Review

UP Strategic Wealth Investment Advisors sold out of S&P Global (SPGI) in Q2 2025, closing a stake of 473 shares — an estimated $240K sold.

UP Strategic Wealth Investment Advisors first reported a position in SPGI in Q1 2025 and held it in 1 quarter. The position peaked at $240K in Q1 2025. 2,063 funds tracked by Wall St. Rank hold SPGI as of Q2 2025.

  • UP Strategic Wealth Investment Advisors reported no remaining S&P Global position as of Q2 2025 after selling out during the quarter.
  • UP Strategic Wealth Investment Advisors sold 473 S&P Global shares in Q2 2025, an estimated $240K.
  • UP Strategic Wealth Investment Advisors first reported a position in S&P Global in Q1 2025 and held it in 1 quarter.
  • UP Strategic Wealth Investment Advisors's S&P Global position peaked at $240K in Q1 2025.
  • 2,063 funds tracked by Wall St. Rank held S&P Global as of Q2 2025.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.