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

Capital 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	$580K	Sell	1,424 -206	-13%	-$87K	0.01%	479
2026 Q1	$693K	Sell	1,630 -171	-9%	-$79.4K	0.01%	419
2025 Q4	$941K	Buy	1,801 +188	+12%	+$93K	0.01%	353
2025 Q3	$785K	Buy	1,613 +6	+0.4%	+$3.21K	0.01%	378
2025 Q2	$848K	Buy	1,607 +1,083	+207%	+$540K	0.02%	353
2025 Q1	$266K	Buy	524 +119	+29%	+$60.8K	0.01%	578
2024 Q4	$202K	Buy	+405	New	+$205K	﹤0.01%	623
2022 Q1	–	Sell	-501	Closed	-$236K	–	615
2021 Q4	$236K	Buy	+501	New	+$229K	0.01%	514

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 $3.38T AUM 44.17% 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 Investment Advisors's SPGI Position: Q2 2026 in Review

Capital Investment Advisors reduced its S&P Global (SPGI) stake by 13% in Q2 2026, selling an estimated $87K and leaving 1,424 shares worth $580K. The position accounts for 0.01% of the portfolio, ranked #479.

Capital Investment Advisors first reported a position in SPGI in Q4 2021 and has held it in 8 quarters since. The position peaked at $941K in Q4 2025. 2,027 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Capital Investment Advisors held 1,424 shares of S&P Global worth $580K as of Q2 2026.
Capital Investment Advisors sold 206 S&P Global shares in Q2 2026, an estimated $87K.
S&P Global made up 0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #479 holding.
Capital Investment Advisors first reported a position in S&P Global in Q4 2021 and has held it in 8 quarters since.
Capital Investment Advisors's S&P Global position peaked at $941K in Q4 2025.
2,027 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.