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

BlueSpruce 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
Q2 		– Sell
-142,795
Closed -$60.7M – 22
2026
Q1 		$60.7M Sell
142,795
-539,144
-79% -$250M 9.62% 6
2025
Q4 		$356M Buy
681,939
+47,259
+7% +$23.4M 9.09% 5
2025
Q3 		$309M Buy
634,680
+68,631
+12% +$36.7M 7.09% 7
2025
Q2 		$298M Sell
566,049
-212,435
-27% -$106M 6.95% 8
2025
Q1 		$396M Buy
778,484
+419,353
+117% +$214M 9.24% 6
2024
Q4 		$179M Buy
+359,131
New +$182M 3.63% 13
2024
Q3 		– Sell
-1,511
Closed -$674K – 41
2024
Q2 		$674K Buy
+1,511
New +$648K 0.01% 23
2019
Q4 		– Sell
-188,339
Closed -$46.1M – 15
2019
Q3 		$46.1M Sell
188,339
-418,094
-69% -$105M 1.78% 14
2019
Q2 		$138M Sell
606,433
-352,720
-37% -$77M 5.52% 11
2019
Q1 		$202M Sell
959,153
-162,586
-14% -$31.5M 8.9% 4
2018
Q4 		$191M Buy
1,121,739
+640,189
+133% +$115M 10.33% 1
2018
Q3 		$94.1M Buy
481,550
+98,725
+26% +$20.4M 7.22% 9
2018
Q2 		$78.1M Buy
382,825
+52,433
+16% +$10.4M 7.55% 8
2018
Q1 		$63.1M Buy
+330,392
New +$61M 7.26% 6
2017
Q3 		– Sell
-72,399
Closed -$10.6M – 17
2017
Q2 		$10.6M Hold
72,399
– – 2.77% 11
2017
Q1 		$9.46M Hold
72,399
– – 2.61% 11
2016
Q4 		$7.79M Hold
72,399
– – 2.61% 10
2016
Q3 		$9.16M Sell
72,399
-143,797
-67% -$17.3M 3.61% 11
2016
Q2 		$23.2M Buy
+216,196
New +$23.2M 9.32% 6

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

BlueSpruce Investments's SPGI Position: Q2 2026 in Review

BlueSpruce Investments sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 142,795 shares — an estimated $60.7M sold.

BlueSpruce Investments first reported a position in SPGI in Q2 2016 and held it in 19 quarters. The position peaked at $396M in Q1 2025. 2,017 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • BlueSpruce Investments reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • BlueSpruce Investments sold 142,795 S&P Global shares in Q2 2026, an estimated $60.7M.
  • BlueSpruce Investments first reported a position in S&P Global in Q2 2016 and held it in 19 quarters.
  • BlueSpruce Investments's S&P Global position peaked at $396M in Q1 2025.
  • 2,017 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on BlueSpruce Investments's 13F filing for Q2 2026, filed 14 Aug 2026.