Capital Advisors Ltd’s S&P Global SPGI Stock Holding History

Capital Advisors Ltd’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	$293K	Sell	719 -42	-6%	-$17.7K	0.03%	256
2026 Q1	$324K	Sell	761 -56	-7%	-$26K	0.04%	235
2025 Q4	$427K	Hold	817	–	–	0.05%	195
2025 Q3	$397K	Hold	817	–	–	0.04%	196
2025 Q2	$431K	Sell	817 -26	-3%	-$13K	0.05%	181
2025 Q1	$428K	Buy	843 +3	+0.4%	+$1.53K	0.06%	173
2024 Q4	$419K	Buy	840 +2	+0.2%	+$1.01K	0.05%	174
2024 Q3	$433K	Buy	838 +42	+5%	+$20.8K	0.05%	175
2024 Q2	$355K	Buy	796 +31	+4%	+$13.3K	0.05%	193
2024 Q1	$326K	Buy	765 +26	+4%	+$11.3K	0.04%	212
2023 Q4	$326K	Sell	739 -22	-3%	-$8.68K	0.05%	202
2023 Q3	$278K	Buy	761 +26	+4%	+$10.2K	0.04%	210
2023 Q2	$295K	Buy	735 +145	+25%	+$53K	0.04%	206
2023 Q1	$203K	Sell	590 -111	-16%	-$39.1K	0.03%	239
2022 Q4	$199K	Buy	701 +173	+33%	+$57K	0.03%	238
2022 Q3	$161K	Buy	528 +70	+15%	+$25K	0.03%	261
2022 Q2	$154K	Buy	458 +90	+24%	+$32.1K	0.03%	266
2022 Q1	$151K	Buy	368 +203	+123%	+$82.7K	0.03%	270
2021 Q4	$78K	Buy	+165	New	+$75.5K	0.01%	325

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Advisors Ltd's SPGI Position: Q2 2026 in Review

Capital Advisors Ltd reduced its S&P Global (SPGI) stake by 5.5% in Q2 2026, selling an estimated $17.7K and leaving 719 shares worth $293K. The position accounts for 0.03% of the portfolio, ranked #256.

Capital Advisors Ltd first reported a position in SPGI in Q4 2021 and has held it in 19 quarters since. The position peaked at $433K in Q3 2024. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Capital Advisors Ltd held 719 shares of S&P Global worth $293K as of Q2 2026.
Capital Advisors Ltd sold 42 S&P Global shares in Q2 2026, an estimated $17.7K.
S&P Global made up 0.03% of Capital Advisors Ltd's portfolio in Q2 2026, its #256 holding.
Capital Advisors Ltd first reported a position in S&P Global in Q4 2021 and has held it in 19 quarters since.
Capital Advisors Ltd's S&P Global position peaked at $433K in Q3 2024.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.