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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlueSpruce Investments's SPGI Position: Q1 2026 in Review

BlueSpruce Investments reduced its S&P Global (SPGI) stake by 79% in Q1 2026, selling an estimated $250M and leaving 142,795 shares worth $60.7M. The position accounts for 9.62% of the portfolio, ranked #6.

BlueSpruce Investments first reported a position in SPGI in Q2 2016 and has held it in 19 quarters since. The position peaked at $396M in Q1 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • BlueSpruce Investments held 142,795 shares of S&P Global worth $60.7M as of Q1 2026.
  • BlueSpruce Investments sold 539,144 S&P Global shares in Q1 2026, an estimated $250M.
  • S&P Global made up 9.62% of BlueSpruce Investments's portfolio in Q1 2026, its #6 holding.
  • BlueSpruce Investments first reported a position in S&P Global in Q2 2016 and has held it in 19 quarters since.
  • BlueSpruce Investments's S&P Global position peaked at $396M in Q1 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on BlueSpruce Investments's 13F filing for Q1 2026, filed 15 May 2026.