Calamos Advisors
SPGI icon

Calamos Advisors’s S&P Global SPGI Stock Holding History

Calamos 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 		$47.5M Sell
111,724
-10,924
-9% -$5.07M 0.17% 143
2025
Q4 		$64.1M Buy
122,648
+16,708
+16% +$8.27M 0.24% 93
2025
Q3 		$51.6M Sell
105,940
-14,368
-12% -$7.69M 0.19% 120
2025
Q2 		$63.4M Buy
120,308
+106
+0.1% +$52.9K 0.25% 86
2025
Q1 		$61.1M Buy
120,202
+25,369
+27% +$13M 0.27% 81
2024
Q4 		$47.2M Sell
94,833
-3,516
-4% -$1.78M 0.2% 113
2024
Q3 		$50.8M Sell
98,349
-933
-0.9% -$462K 0.22% 110
2024
Q2 		$44.3M Sell
99,282
-1,565
-2% -$671K 0.2% 116
2024
Q1 		$42.9M Sell
100,847
-1,100
-1% -$477K 0.2% 125
2023
Q4 		$44.9M Sell
101,947
-2,180
-2% -$860K 0.22% 121
2023
Q3 		$38M Buy
104,127
+47,827
+85% +$18.8M 0.2% 135
2023
Q2 		$22.6M Hold
56,300
– – 0.11% 232
2023
Q1 		$19.4M Sell
56,300
-7,036
-11% -$2.48M 0.09% 266
2022
Q4 		$21.2M Sell
63,336
-11,194
-15% -$3.69M 0.1% 252
2022
Q3 		$22.8M Hold
74,530
– – 0.1% 230
2022
Q2 		$25.1M Buy
74,530
+2,006
+3% +$715K 0.11% 221
2022
Q1 		$29.7M Buy
72,524
+9,663
+15% +$3.94M 0.11% 220
2021
Q4 		$29.7M Buy
62,861
+2,433
+4% +$1.11M 0.11% 216
2021
Q3 		$25.7M Buy
60,428
+5,330
+10% +$2.31M 0.11% 210
2021
Q2 		$22.6M Buy
55,098
+12,528
+29% +$4.81M 0.1% 225
2021
Q1 		$15M Buy
42,570
+1,315
+3% +$438K 0.08% 258
2020
Q4 		$13.6M Sell
41,255
-1,846
-4% -$623K 0.08% 270
2020
Q3 		$15.5M Sell
43,101
-3,776
-8% -$1.33M 0.1% 221
2020
Q2 		$15.4M Sell
46,877
-2,995
-6% -$901K 0.11% 215
2020
Q1 		$12.2M Sell
49,872
-4,679
-9% -$1.28M 0.1% 236
2019
Q4 		$14.9M Sell
54,551
-888
-2% -$231K 0.07% 280
2019
Q3 		$13.6M Buy
55,439
+4,820
+10% +$1.2M 0.07% 290
2019
Q2 		$11.5M Buy
50,619
+2,094
+4% +$457K 0.06% 316
2019
Q1 		$10.2M Sell
48,525
-50,343
-51% -$9.75M 0.06% 303
2018
Q4 		$16.8M Buy
98,868
+5,604
+6% +$1M 0.11% 231
2018
Q3 		$18.2M Sell
93,264
-55,881
-37% -$11.5M 0.1% 232
2018
Q2 		$30.4M Buy
149,145
+54,355
+57% +$10.7M 0.19% 149
2018
Q1 		$18.1M Buy
+94,790
New +$17.5M 0.12% 232
2017
Q4 		– Sell
-73,566
Closed -$11.5M – 634
2017
Q3 		$11.5M Sell
73,566
-948
-1% -$144K 0.09% 257
2017
Q2 		$10.9M Sell
74,514
-34,718
-32% -$4.82M 0.08% 280
2017
Q1 		$14.3M Buy
+109,232
New +$13.6M 0.11% 241
2016
Q4 		– Sell
-117,859
Closed -$14.9M – 667
2016
Q3 		$14.9M Buy
+117,859
New +$14.2M 0.11% 227

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

Calamos Advisors's SPGI Position: Q1 2026 in Review

Calamos Advisors reduced its S&P Global (SPGI) stake by 8.9% in Q1 2026, selling an estimated $5.07M and leaving 111,724 shares worth $47.5M. The position accounts for 0.17% of the portfolio, ranked #143.

Calamos Advisors first reported a position in SPGI in Q3 2016 and has held it in 37 quarters since. The position peaked at $64.1M in Q4 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Calamos Advisors held 111,724 shares of S&P Global worth $47.5M as of Q1 2026.
  • Calamos Advisors sold 10,924 S&P Global shares in Q1 2026, an estimated $5.07M.
  • S&P Global made up 0.17% of Calamos Advisors's portfolio in Q1 2026, its #143 holding.
  • Calamos Advisors first reported a position in S&P Global in Q3 2016 and has held it in 37 quarters since.
  • Calamos Advisors's S&P Global position peaked at $64.1M in Q4 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Calamos Advisors's 13F filing for Q1 2026, filed 4 May 2026.