Almanack Investment Partners’s S&P Global SPGI Stock Holding History

Almanack Investment Partners’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 Q2	$551K	Buy	+1,352	New	+$571K	0.07%	158
2022 Q2	–	Sell	-538	Closed	-$221K	–	509
2022 Q1	$221K	Buy	538 +20	+4%	+$8.15K	0.02%	433
2021 Q4	$244K	Sell	518 -11	-2%	-$5.03K	0.02%	426
2021 Q3	$225K	Sell	529 -287	-35%	-$124K	0.02%	441
2021 Q2	$335K	Sell	816 -1	-0.1%	-$384	0.03%	299
2021 Q1	$288K	Buy	817 +48	+6%	+$16K	0.03%	321
2020 Q4	$253K	Buy	769 +162	+27%	+$54.6K	0.03%	312
2020 Q3	$203K	Buy	+607	New	+$214K	0.03%	368

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

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Almanack Investment Partners's SPGI Position: Q2 2026 in Review

Almanack Investment Partners opened a new position in S&P Global (SPGI) in Q2 2026: 1,352 shares worth $551K. The stake represents 0.07% of the portfolio and ranks #158 among its holdings. This is a return to the name: Almanack Investment Partners previously reported a position in SPGI as recently as Q1 2022.

Almanack Investment Partners first reported a position in SPGI in Q3 2020 and has held it in 8 quarters since. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Almanack Investment Partners held 1,352 shares of S&P Global worth $551K as of Q2 2026.
S&P Global was a new Almanack Investment Partners position in Q2 2026.
S&P Global made up 0.07% of Almanack Investment Partners's portfolio in Q2 2026, its #158 holding.
Almanack Investment Partners first reported a position in S&P Global in Q3 2020 and has held it in 8 quarters since.
2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Almanack Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.