Alta Advisers’s S&P Global SPGI Stock Holding History

Alta Advisers’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	$526K	Hold	1,237	–	–	0.19%	80
2025 Q4	$646K	Sell	1,237 -400	-24%	-$198K	0.23%	67
2025 Q3	$797K	Hold	1,637	–	–	0.24%	68
2025 Q2	$863K	Hold	1,637	–	–	0.31%	58
2025 Q1	$832K	Buy	1,637 +600	+58%	+$307K	0.35%	54
2024 Q4	$516K	Buy	1,037 +137	+15%	+$69.5K	0.33%	59
2024 Q3	$465K	Hold	900	–	–	0.21%	59
2024 Q2	$401K	Hold	900	–	–	0.19%	62
2024 Q1	$383K	Hold	900	–	–	0.19%	64
2023 Q4	$396K	Hold	900	–	–	0.21%	55
2023 Q3	$329K	Hold	900	–	–	0.19%	61
2023 Q2	$361K	Hold	900	–	–	0.2%	55
2023 Q1	$310K	Hold	900	–	–	0.19%	67
2022 Q4	$301K	Hold	900	–	–	0.18%	70
2022 Q3	$275K	Buy	+900	New	+$322K	0.17%	68

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Alta Advisers's SPGI Position: Q1 2026 in Review

Alta Advisers held its S&P Global (SPGI) position steady in Q1 2026 at 1,237 shares worth $526K. The position accounts for 0.19% of the portfolio, ranked #80.

Alta Advisers first reported a position in SPGI in Q3 2022 and has held it in 15 quarters since. The position peaked at $863K in Q2 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Alta Advisers held 1,237 shares of S&P Global worth $526K as of Q1 2026.
Alta Advisers left its S&P Global share count unchanged in Q1 2026.
S&P Global made up 0.19% of Alta Advisers's portfolio in Q1 2026, its #80 holding.
Alta Advisers first reported a position in S&P Global in Q3 2022 and has held it in 15 quarters since.
Alta Advisers's S&P Global position peaked at $863K in Q2 2025.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Alta Advisers's 13F filing for Q1 2026, filed 7 May 2026.