Capstone Investment Advisors’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-6,600
| Closed | -$2.81M | – | 1890 |
|
|
2026
Q1 | $2.81M | Buy |
6,600
+600
| +10% | +$279K | ﹤0.01% | 555 |
|
|
2025
Q4 | $3.14M | Sell |
6,000
-4,300
| -42% | -$2.13M | 0.01% | 483 |
|
|
2025
Q3 | $5.01M | Buy |
10,300
+3,300
| +47% | +$1.77M | 0.01% | 469 |
|
|
2025
Q2 | $3.69M | Sell |
7,000
-4,200
| -38% | -$2.1M | 0.01% | 459 |
|
|
2025
Q1 | $5.69M | Sell |
11,200
-3,900
| -26% | -$1.99M | 0.02% | 418 |
|
|
2024
Q4 | $7.52M | Buy |
15,100
+6,500
| +76% | +$3.3M | 0.02% | 422 |
|
|
2024
Q3 | $4.44M | Buy |
8,600
+500
| +6% | +$247K | 0.01% | 492 |
|
|
2024
Q2 | $3.61M | Buy |
8,100
+2,600
| +47% | +$1.12M | 0.01% | 542 |
|
|
2024
Q1 | $2.34M | Sell |
5,500
-3,500
| -39% | -$1.52M | 0.01% | 718 |
|
|
2023
Q4 | $3.96M | Buy |
9,000
+5,100
| +131% | +$2.01M | 0.01% | 607 |
|
|
2023
Q3 | $1.43M | Buy |
3,900
+1,200
| +44% | +$472K | 0.01% | 852 |
|
|
2023
Q2 | $1.08M | Buy |
2,700
+1,100
| +69% | +$402K | 0.01% | 846 |
|
|
2023
Q1 | $552K | Sell |
1,600
-7,100
| -82% | -$2.5M | ﹤0.01% | 973 |
|
|
2022
Q4 | $2.91M | Buy |
8,700
+100
| +1% | +$33K | 0.02% | 577 |
|
|
2022
Q3 | $2.63M | Buy |
8,600
+1,600
| +23% | +$572K | 0.02% | 638 |
|
|
2022
Q2 | $2.36M | Sell |
7,000
-12,000
| -63% | -$4.28M | 0.01% | 701 |
|
|
2022
Q1 | $7.79M | Sell |
19,000
-21,900
| -54% | -$8.92M | 0.02% | 547 |
|
|
2021
Q4 | $19.3M | Sell |
40,900
-3,100
| -7% | -$1.42M | 0.03% | 436 |
|
|
2021
Q3 | $18.7M | Buy |
44,000
+1,600
| +4% | +$693K | 0.04% | 433 |
|
|
2021
Q2 | $17.4M | Buy |
42,400
+9,700
| +30% | +$3.73M | 0.04% | 379 |
|
|
2021
Q1 | $11.5M | Buy |
32,700
+22,900
| +234% | +$7.62M | 0.03% | 434 |
|
|
2020
Q4 | $3.22M | Sell |
9,800
-7,200
| -42% | -$2.43M | 0.01% | 736 |
|
|
2020
Q3 | $6.13M | Buy |
17,000
+3,500
| +26% | +$1.23M | 0.03% | 460 |
|
|
2020
Q2 | $4.45M | Buy |
13,500
+4,800
| +55% | +$1.44M | 0.03% | 474 |
|
|
2020
Q1 | $2.13M | Sell |
8,700
-12,900
| -60% | -$3.54M | 0.03% | 495 |
|
|
2019
Q4 | $5.9M | Hold |
21,600
| – | – | 0.03% | 506 |
|
|
2019
Q3 | $5.29M | Buy |
21,600
+4,200
| +24% | +$1.05M | 0.04% | 418 |
|
|
2019
Q2 | $3.96M | Buy |
17,400
+11,900
| +216% | +$2.6M | 0.03% | 524 |
|
|
2019
Q1 | $1.16M | Buy |
5,500
+2,700
| +96% | +$523K | 0.01% | 769 |
|
|
2018
Q4 | $476K | Buy |
2,800
+1,600
| +133% | +$287K | 0.01% | 826 |
|
|
2018
Q3 | $234K | Buy |
+1,200
| New | +$248K | ﹤0.01% | 975 |
|
Other funds holding SPGI
Capstone Investment Advisors's SPGI Position: Q2 2026 in Review
Capstone Investment Advisors reduced its S&P Global (SPGI) stake by 58% in Q2 2026, selling an estimated $3.03M and leaving 5,235 shares worth $2.13M. The position accounts for ﹤0.01% of the portfolio, ranked #710.
Capstone Investment Advisors first reported a position in SPGI in Q4 2016 and has held it in 26 quarters since. The position peaked at $10.6M in Q3 2022. 2,027 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.
- Capstone Investment Advisors held 5,235 shares of S&P Global worth $2.13M as of Q2 2026.
- Capstone Investment Advisors sold 7,166 S&P Global shares in Q2 2026, an estimated $3.03M.
- S&P Global made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #710 holding.
- Capstone Investment Advisors first reported a position in S&P Global in Q4 2016 and has held it in 26 quarters since.
- Capstone Investment Advisors's S&P Global position peaked at $10.6M in Q3 2022.
- 2,027 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.
Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.