Ameritas Advisory Services’s S&P Global SPGI Stock Holding History

Ameritas Advisory Services’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	$455K	Sell	1,070 -120	-10%	-$55.7K	0.02%	606
2025 Q4	$622K	Buy	1,190 +872	+274%	+$431K	0.02%	491
2025 Q3	$155K	Sell	318 -82	-21%	-$43.9K	0.01%	689
2025 Q2	$211K	Sell	400 -598	-60%	-$298K	0.01%	722
2025 Q1	$504K	Sell	998 -58	-5%	-$29.6K	0.02%	569
2024 Q4	$526K	Buy	1,056 +519	+97%	+$263K	0.02%	578
2024 Q3	$278K	Sell	537 -597	-53%	-$295K	0.01%	703
2024 Q2	$506K	Buy	1,134 +14	+1%	+$6.01K	0.02%	580
2024 Q1	$474K	Sell	1,120 -73	-6%	-$31.6K	0.02%	565
2023 Q4	$522K	Buy	1,193 +113	+10%	+$44.6K	0.03%	422
2023 Q3	$393K	Buy	+1,080	New	+$425K	0.02%	561
2023 Q2	–	Sell	-1,029	Closed	-$357K	–	2244
2023 Q1	$357K	Sell	1,029 -259	-20%	-$91.2K	0.02%	592
2022 Q4	$431K	Buy	1,288 +310	+32%	+$102K	0.02%	583
2022 Q3	$299K	Buy	978 +15	+2%	+$5.37K	0.02%	589
2022 Q2	$324K	Sell	963 -65	-6%	-$23.2K	0.02%	588
2022 Q1	$422K	Buy	1,028 +14	+1%	+$5.7K	0.02%	550
2021 Q4	$479K	Buy	+1,014	New	+$464K	0.02%	518

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

Ameritas Advisory Services's SPGI Position: Q1 2026 in Review

Ameritas Advisory Services reduced its S&P Global (SPGI) stake by 10% in Q1 2026, selling an estimated $55.7K and leaving 1,070 shares worth $455K. The position accounts for 0.02% of the portfolio, ranked #606.

Ameritas Advisory Services first reported a position in SPGI in Q4 2021 and has held it in 17 quarters since. The position peaked at $622K in Q4 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Ameritas Advisory Services held 1,070 shares of S&P Global worth $455K as of Q1 2026.
Ameritas Advisory Services sold 120 S&P Global shares in Q1 2026, an estimated $55.7K.
S&P Global made up 0.02% of Ameritas Advisory Services's portfolio in Q1 2026, its #606 holding.
Ameritas Advisory Services first reported a position in S&P Global in Q4 2021 and has held it in 17 quarters since.
Ameritas Advisory Services's S&P Global position peaked at $622K in Q4 2025.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.