SPGI β€” S&P Global, Inc.

Ownership history in FOSTER DYKEMA CABOT & PARTNERS, LLC  Β·  9 quarters on record

AI Ownership Summary

FOSTER DYKEMA CABOT & PARTNERS, LLC reported S&P Global, Inc. (SPGI) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.12% in 2025 Q1. The latest visible filing shows SPGI at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SPGI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FOSTER DYKEMA CABOT & PARTNERS, LLC's position in S&P Global, Inc., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SPGI was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FOSTER DYKEMA CABOT & PARTNERS, LLC held SPGI β€” position size vs. price
% of Fund (quarterly)    SPGI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 2,859 β€” 0% 0.09% $1.5M 2026-02-14 (Est.) $408.59
2025 Q3 UNCHANGED 2,859 β€” 0% 0.09% $1.4M 2025-11-12 $493.72
2025 Q2 UNCHANGED 2,859 β€” 0% 0.11% $1.5M 2025-08-12 $555.70
2025 Q1 ADDED 2,859 +20 +0.7% 0.12% $1.5M 2025-05-09 $503.74
2024 Q4 ADDED 2,839 +1,034 +57.3% 0.11% $1.4M 2025-02-13 $537.09
2024 Q3 ADDED 1,805 +107 +6.3% 0.08% $932K 2024-11-12 $497.74
2024 Q2 UNCHANGED 1,698 β€” 0% 0.07% $757K 2024-08-14 $486.16
2024 Q1 UNCHANGED 1,698 β€” 0% 0.07% $722K 2024-05-10 $424.99
2023 Q4 INITIATED 1,698 β€” β€” 0.08% $748K 2024-02-14 $413.93

FAQ About FOSTER DYKEMA CABOT & PARTNERS, LLC and SPGI

These are the practical questions this page is built to answer before you even open the full history table.

How long has FOSTER DYKEMA CABOT & PARTNERS, LLC reported owning SPGI?

FOSTER DYKEMA CABOT & PARTNERS, LLC reported SPGI across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SPGI position in FOSTER DYKEMA CABOT & PARTNERS, LLC's portfolio?

The largest reported portfolio weight for SPGI was 0.12% in 2025 Q1.

What is the latest reported SPGI position on this page?

The most recent filing on this page is 2025 Q4, when FOSTER DYKEMA CABOT & PARTNERS, LLC reported 2,859 shares, equal to 0.09% of portfolio, with an estimated market value of $1.5M.

What does the chart on this SPGI ownership page compare?

The chart compares FOSTER DYKEMA CABOT & PARTNERS, LLC's quarterly SPGI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to FOSTER DYKEMA CABOT & PARTNERS, LLC Holdings