SPGI — S&P GLOBAL INC COM

Ownership history in Bellwether Advisors, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Bellwether Advisors, LLC reported a position in S&P GLOBAL INC COM (SPGI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.77% (2025 Q1)
Avg. % of fund
0.19%
First filed
2021 Q3
Last filed
2025 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 3,901 -1,151 -22.8% 0.31% $1.9M $484.63
2025 Q2 REDUCED 5,052 -2,205 -30.4% 0.46% $2.7M $524.12
2025 Q1 ADDED 7,257 +7,247 +72470.0% 0.77% $3.7M $504.11
2024 Q4 REDUCED 10 -15 -60.0% 0.00% $5K $493.23
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPGI price (monthly, adj. close)

Other funds also holding SPGI

As of 2025 Q4 — sorted by position size

Valley Forge Capital Management, LP 3Y 7Y 20.83% C Partners Holding GmbH 3Y 7Y 16.23% Spear Holdings RSC Ltd 13.64% PBCay One RSC Ltd 13.64% Milestone Resources Group Ltd 3Y 7Y 12.76% Totem Point Management, LLC 3Y 7Y 11.77% Atalan Capital Partners, LP 3Y 7Y 11.53% TCI Fund Management Ltd 3Y 7Y 11.48% Laurus Global Equity Management Inc. 3Y 11.13% SHERMAN PORFOLIOS, LLC 11.12%
← Back to Bellwether Advisors, LLC Holdings