AdvisorShares Investments’s S&P Global SPGI Stock Holding History

AdvisorShares Investments’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
2026 Q1	–	Sell	-900	Closed	-$470K	–	320
2025 Q4	$470K	Buy	+900	New	+$445K	0.08%	186
2023 Q4	–	Sell	-1,038	Closed	-$379K	–	313
2023 Q3	$379K	Buy	+1,038	New	+$408K	0.1%	143
2022 Q4	–	Sell	-1,324	Closed	-$404K	–	370
2022 Q3	$404K	Buy	+1,324	New	+$474K	0.11%	171
2022 Q2	–	Sell	-2,194	Closed	-$900K	–	271
2022 Q1	$900K	Sell	2,194 -2,139	-49%	-$871K	0.15%	72
2021 Q4	$2.04M	Buy	+4,333	New	+$1.98M	0.25%	38

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

AdvisorShares Investments's SPGI Position: Q1 2026 in Review

AdvisorShares Investments sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 900 shares — an estimated $470K sold.

AdvisorShares Investments first reported a position in SPGI in Q4 2021 and held it in 5 quarters. The position peaked at $2.04M in Q4 2021. 2,119 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

AdvisorShares Investments reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
AdvisorShares Investments sold 900 S&P Global shares in Q1 2026, an estimated $470K.
AdvisorShares Investments first reported a position in S&P Global in Q4 2021 and held it in 5 quarters.
AdvisorShares Investments's S&P Global position peaked at $2.04M in Q4 2021.
2,119 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on AdvisorShares Investments's 13F filing for Q1 2026, filed 28 Apr 2026.