Arcadia Investment Management’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $716K | Hold |
1,683
| – | – | 0.12% | 78 |
|
|
2025
Q4 | $880K | Buy |
1,683
+3
| +0.2% | +$1.48K | 0.14% | 74 |
|
|
2025
Q3 | $818K | Hold |
1,680
| – | – | 0.13% | 76 |
|
|
2025
Q2 | $886K | Hold |
1,680
| – | – | 0.14% | 75 |
|
|
2025
Q1 | $854K | Hold |
1,680
| – | – | 0.15% | 76 |
|
|
2024
Q4 | $837K | Hold |
1,680
| – | – | 0.13% | 77 |
|
|
2024
Q3 | $868K | Hold |
1,680
| – | – | 0.14% | 80 |
|
|
2024
Q2 | $749K | Hold |
1,680
| – | – | 0.13% | 76 |
|
|
2024
Q1 | $715K | Hold |
1,680
| – | – | 0.13% | 76 |
|
|
2023
Q4 | $740K | Hold |
1,680
| – | – | 0.14% | 70 |
|
|
2023
Q3 | $614K | Hold |
1,680
| – | – | 0.13% | 74 |
|
|
2023
Q2 | $673K | Hold |
1,680
| – | – | 0.14% | 75 |
|
|
2023
Q1 | $579K | Hold |
1,680
| – | – | 0.13% | 81 |
|
|
2022
Q4 | $563K | Hold |
1,680
| – | – | 0.13% | 85 |
|
|
2022
Q3 | $513K | Hold |
1,680
| – | – | 0.12% | 93 |
|
|
2022
Q2 | $566K | Hold |
1,680
| – | – | 0.13% | 90 |
|
|
2022
Q1 | $689K | Hold |
1,680
| – | – | 0.13% | 90 |
|
|
2021
Q4 | $793K | Hold |
1,680
| – | – | 0.13% | 93 |
|
|
2021
Q3 | $714K | Hold |
1,680
| – | – | 0.13% | 98 |
|
|
2021
Q2 | $690K | Hold |
1,680
| – | – | 0.13% | 96 |
|
|
2021
Q1 | $593K | Hold |
1,680
| – | – | 0.12% | 97 |
|
|
2020
Q4 | $552K | Hold |
1,680
| – | – | 0.11% | 92 |
|
|
2020
Q3 | $606K | Hold |
1,680
| – | – | 0.13% | 88 |
|
|
2020
Q2 | $554K | Hold |
1,680
| – | – | 0.13% | 85 |
|
|
2020
Q1 | $412K | Hold |
1,680
| – | – | 0.12% | 95 |
|
|
2019
Q4 | $459K | Hold |
1,680
| – | – | 0.12% | 92 |
|
|
2019
Q3 | $412K | Hold |
1,680
| – | – | 0.11% | 94 |
|
|
2019
Q2 | $383K | Hold |
1,680
| – | – | 0.1% | 97 |
|
|
2019
Q1 | $354K | Hold |
1,680
| – | – | 0.1% | 95 |
|
|
2018
Q4 | $285K | Hold |
1,680
| – | – | 0.1% | 98 |
|
|
2018
Q3 | $328K | Hold |
1,680
| – | – | 0.09% | 101 |
|
|
2018
Q2 | $343K | Hold |
1,680
| – | – | 0.1% | 99 |
|
|
2018
Q1 | $321K | Hold |
1,680
| – | – | 0.09% | 100 |
|
|
2017
Q4 | $285K | Hold |
1,680
| – | – | 0.08% | 107 |
|
|
2017
Q3 | $263K | Hold |
1,680
| – | – | 0.08% | 108 |
|
|
2017
Q2 | $245K | Hold |
1,680
| – | – | 0.08% | 114 |
|
|
2017
Q1 | $220K | Hold |
1,680
| – | – | 0.07% | 118 |
|
|
2016
Q4 | $181K | Hold |
1,680
| – | – | 0.06% | 123 |
|
|
2016
Q3 | $213K | Hold |
1,680
| – | – | 0.07% | 115 |
|
|
2016
Q2 | $180K | Buy |
+1,680
| New | +$180K | 0.06% | 116 |
|
Other funds holding SPGI
VCM
VPM
Arcadia Investment Management's SPGI Position: Q1 2026 in Review
Arcadia Investment Management held its S&P Global (SPGI) position steady in Q1 2026 at 1,683 shares worth $716K. The position accounts for 0.12% of the portfolio, ranked #78.
Arcadia Investment Management first reported a position in SPGI in Q2 2016 and has held it in 40 quarters since. The position peaked at $886K in Q2 2025. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.
- Arcadia Investment Management held 1,683 shares of S&P Global worth $716K as of Q1 2026.
- Arcadia Investment Management left its S&P Global share count unchanged in Q1 2026.
- S&P Global made up 0.12% of Arcadia Investment Management's portfolio in Q1 2026, its #78 holding.
- Arcadia Investment Management first reported a position in S&P Global in Q2 2016 and has held it in 40 quarters since.
- Arcadia Investment Management's S&P Global position peaked at $886K in Q2 2025.
- 2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.
Based on Arcadia Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.