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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Capital Investment Advisors reduced its S&P Global (SPGI) stake by 9.5% in Q1 2026, selling an estimated $79.4K and leaving 1,630 shares worth $693K. The position accounts for 0.01% of the portfolio, ranked #419.

Capital Investment Advisors first reported a position in SPGI in Q4 2021 and has held it in 7 quarters since. The position peaked at $941K in Q4 2025. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Capital Investment Advisors held 1,630 shares of S&P Global worth $693K as of Q1 2026.
Capital Investment Advisors sold 171 S&P Global shares in Q1 2026, an estimated $79.4K.
S&P Global made up 0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #419 holding.
Capital Investment Advisors first reported a position in S&P Global in Q4 2021 and has held it in 7 quarters since.
Capital Investment Advisors's S&P Global position peaked at $941K in Q4 2025.
2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.