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Caerus Investment Advisors’s S&P Global SPGI Stock Holding History

Caerus Investment Advisors’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 		$241K Sell
591
-118
-17% -$49.8K 0.08% 258
2026
Q1 		$302K Buy
+709
New +$329K 0.13% 170

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

Caerus Investment Advisors's SPGI Position: Q2 2026 in Review

Caerus Investment Advisors reduced its S&P Global (SPGI) stake by 17% in Q2 2026, selling an estimated $49.8K and leaving 591 shares worth $241K. The position accounts for 0.08% of the portfolio, ranked #258.

Caerus Investment Advisors first reported a position in SPGI in Q1 2026 and has held it in 2 quarters since. The position peaked at $302K in Q1 2026. 2,023 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Caerus Investment Advisors held 591 shares of S&P Global worth $241K as of Q2 2026.
  • Caerus Investment Advisors sold 118 S&P Global shares in Q2 2026, an estimated $49.8K.
  • S&P Global made up 0.08% of Caerus Investment Advisors's portfolio in Q2 2026, its #258 holding.
  • Caerus Investment Advisors first reported a position in S&P Global in Q1 2026 and has held it in 2 quarters since.
  • Caerus Investment Advisors's S&P Global position peaked at $302K in Q1 2026.
  • 2,023 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.