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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
Q1 		$302K Buy
+709
New +$329K 0.13% 170

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

Caerus Investment Advisors's SPGI Position: Q1 2026 in Review

Caerus Investment Advisors opened a new position in S&P Global (SPGI) in Q1 2026: 709 shares worth $302K. The stake represents 0.13% of the portfolio and ranks #170 among its holdings.

2,108 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Caerus Investment Advisors held 709 shares of S&P Global worth $302K as of Q1 2026.
  • S&P Global was a new Caerus Investment Advisors position in Q1 2026.
  • S&P Global made up 0.13% of Caerus Investment Advisors's portfolio in Q1 2026, its #170 holding.
  • 2,108 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.