Capital World Investors’s S&P Global SPGI Stock Holding History

Capital World Investors’s Portfolio SPGI Stock Details SPGI Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$438M	Buy	831,489 +79,389	+11%	+$41.9M	0.06%	213
2025 Q1	$382M	Sell	752,100 -113,371	-13%	-$57.6M	0.06%	221
2024 Q4	$431M	Sell	865,471 -308,168	-26%	-$153M	0.07%	197
2024 Q3	$606M	Sell	1,173,639 -65	-0%	-$33.6K	0.09%	170
2024 Q2	$523M	Sell	1,173,704 -725,496	-38%	-$324M	0.09%	181
2024 Q1	$808M	Sell	1,899,200 -919,529	-33%	-$391M	0.13%	153
2023 Q4	$1.24B	Buy	2,818,729 +12,644	+0.5%	+$5.57M	0.22%	110
2023 Q3	$1.03B	Sell	2,806,085 -650,657	-19%	-$238M	0.2%	115
2023 Q2	$1.39B	Buy	3,456,742 +4,833	+0.1%	+$1.94M	0.27%	97
2023 Q1	$1.19B	Sell	3,451,909 -591,424	-15%	-$204M	0.25%	107
2022 Q4	$1.35B	Sell	4,043,333 -86,516	-2%	-$29M	0.29%	90
2022 Q3	$1.26B	Sell	4,129,849 -2,029,609	-33%	-$620M	0.28%	95
2022 Q2	$2.08B	Sell	6,159,458 -108,759	-2%	-$36.7M	0.44%	56
2022 Q1	$2.57B	Buy	6,268,217 +313,037	+5%	+$128M	0.44%	58
2021 Q4	$2.81B	Buy	5,955,180 +395,484	+7%	+$187M	0.44%	49
2021 Q3	$2.36B	Buy	5,559,696 +40,386	+0.7%	+$17.2M	0.4%	61
2021 Q2	$2.27B	Buy	5,519,310 +1,222,627	+28%	+$502M	0.39%	66
2021 Q1	$1.52B	Buy	4,296,683 +138,797	+3%	+$49M	0.28%	87
2020 Q4	$1.37B	Buy	4,157,886 +298,370	+8%	+$98.1M	0.26%	93
2020 Q3	$1.39B	Sell	3,859,516 -638	-0%	-$230K	0.3%	84
2020 Q2	$1.27B	Buy	3,860,154 +487,700	+14%	+$161M	0.31%	86
2020 Q1	$826M	Buy	3,372,454 +1,587,513	+89%	+$389M	0.24%	99
2019 Q4	$487M	Buy	1,784,941 +1,622,256	+997%	+$443M	0.11%	179
2019 Q3	$39.9M	Sell	162,685 -18	-0%	-$4.41K	0.01%	357
2019 Q2	$37.1M	Buy	162,703 +85	+0.1%	+$19.4K	0.01%	373
2019 Q1	$34.2M	Hold	162,618	–	–	0.01%	377
2018 Q4	$27.6M	Sell	162,618 -1,214,200	-88%	-$206M	0.01%	397
2018 Q3	$269M	Buy	+1,376,818	New	+$269M	0.07%	218