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 |
-32,900
| Closed | -$14M | – | 1891 |
|
|
2026
Q1 | $14M | Buy |
32,900
+18,700
| +132% | +$8.68M | 0.02% | 237 |
|
|
2025
Q4 | $7.42M | Sell |
14,200
-19,100
| -57% | -$9.45M | 0.01% | 307 |
|
|
2025
Q3 | $16.2M | Buy |
33,300
+9,900
| +42% | +$5.3M | 0.03% | 237 |
|
|
2025
Q2 | $12.3M | Sell |
23,400
-10,400
| -31% | -$5.19M | 0.03% | 211 |
|
|
2025
Q1 | $17.2M | Sell |
33,800
-18,500
| -35% | -$9.45M | 0.05% | 202 |
|
|
2024
Q4 | $26M | Buy |
52,300
+18,600
| +55% | +$9.44M | 0.06% | 177 |
|
|
2024
Q3 | $17.4M | Buy |
33,700
+4,700
| +16% | +$2.33M | 0.05% | 198 |
|
|
2024
Q2 | $12.9M | Buy |
29,000
+4,600
| +19% | +$1.97M | 0.04% | 255 |
|
|
2024
Q1 | $10.4M | Sell |
24,400
-40,100
| -62% | -$17.4M | 0.04% | 270 |
|
|
2023
Q4 | $28.4M | Buy |
64,500
+21,400
| +50% | +$8.45M | 0.09% | 165 |
|
|
2023
Q3 | $15.7M | Sell |
43,100
-400
| -0.9% | -$157K | 0.07% | 188 |
|
|
2023
Q2 | $17.4M | Buy |
43,500
+3,200
| +8% | +$1.17M | 0.09% | 158 |
|
|
2023
Q1 | $13.9M | Buy |
40,300
+12,500
| +45% | +$4.4M | 0.07% | 195 |
|
|
2022
Q4 | $9.31M | Sell |
27,800
-21,900
| -44% | -$7.22M | 0.07% | 252 |
|
|
2022
Q3 | $15.2M | Buy |
49,700
+1,300
| +3% | +$465K | 0.09% | 150 |
|
|
2022
Q2 | $16.3M | Sell |
48,400
-33,900
| -41% | -$12.1M | 0.08% | 164 |
|
|
2022
Q1 | $33.8M | Sell |
82,300
-164,200
| -67% | -$66.9M | 0.09% | 168 |
|
|
2021
Q4 | $116M | Buy |
246,500
+41,900
| +20% | +$19.2M | 0.19% | 98 |
|
|
2021
Q3 | $86.9M | Buy |
204,600
+7,900
| +4% | +$3.42M | 0.17% | 110 |
|
|
2021
Q2 | $80.7M | Buy |
196,700
+56,700
| +41% | +$21.8M | 0.18% | 110 |
|
|
2021
Q1 | $49.4M | Buy |
140,000
+92,800
| +197% | +$30.9M | 0.15% | 141 |
|
|
2020
Q4 | $15.5M | Buy |
47,200
+21,500
| +84% | +$7.25M | 0.05% | 298 |
|
|
2020
Q3 | $9.27M | Sell |
25,700
-4,800
| -16% | -$1.69M | 0.05% | 347 |
|
|
2020
Q2 | $10M | Buy |
30,500
+10,600
| +53% | +$3.19M | 0.07% | 253 |
|
|
2020
Q1 | $4.88M | Sell |
19,900
-76,100
| -79% | -$20.9M | 0.08% | 278 |
|
|
2019
Q4 | $26.2M | Buy |
96,000
+45,500
| +90% | +$11.8M | 0.14% | 153 |
|
|
2019
Q3 | $12.4M | Sell |
50,500
-600
| -1% | -$150K | 0.09% | 240 |
|
|
2019
Q2 | $11.6M | Buy |
51,100
+24,800
| +94% | +$5.42M | 0.08% | 255 |
|
|
2019
Q1 | $5.54M | Buy |
26,300
+7,600
| +41% | +$1.47M | 0.05% | 328 |
|
|
2018
Q4 | $3.18M | Buy |
18,700
+4,100
| +28% | +$734K | 0.04% | 351 |
|
|
2018
Q3 | $2.85M | Buy |
+14,600
| New | +$3.01M | 0.03% | 360 |
|
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.