CSPIA
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Cary Street Partners Investment Advisory’s S&P Global SPGI Stock Holding History

Cary Street Partners Investment Advisory’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 		$1.07M Buy
2,627
+14
+0.5% +$5.91K 0.22% 110
2026
Q1 		$1.11M Sell
2,613
-6
-0.2% -$2.79K 0.28% 88
2025
Q4 		$1.37M Sell
2,619
-59
-2% -$29.2K 0.37% 74
2025
Q3 		$1.3M Buy
2,678
+115
+4% +$61.6K 0.54% 39
2025
Q2 		$1.35M Buy
2,563
+50
+2% +$25K 0.65% 28
2025
Q1 		$1.28M Buy
2,513
+648
+35% +$331K 0.74% 30
2024
Q4 		$929K Sell
1,865
-2,985
-62% -$1.51M 0.61% 37
2024
Q3 		$2.51M Sell
4,850
-243
-5% -$120K 0.09% 234
2024
Q2 		$2.27M Buy
5,093
+1,405
+38% +$603K 0.09% 231
2024
Q1 		$1.57M Buy
3,688
+345
+10% +$150K 0.07% 280
2023
Q4 		$1.47M Buy
3,343
+1,233
+58% +$487K 0.07% 269
2023
Q3 		$771K Buy
2,110
+69
+3% +$27.1K 0.04% 336
2023
Q2 		$818K Buy
2,041
+613
+43% +$224K 0.05% 289
2023
Q1 		$492K Sell
1,428
-96
-6% -$33.8K 0.04% 339
2022
Q4 		$510K Sell
1,524
-13
-0.8% -$4.29K 0.04% 329
2022
Q3 		$469K Sell
1,537
-161
-9% -$57.6K 0.04% 321
2022
Q2 		$572K Buy
+1,698
New +$605K 0.05% 287
2021
Q1 		– Sell
-891
Closed -$293K – 405
2020
Q4 		$293K Buy
891
+364
+69% +$123K 0.06% 261
2020
Q3 		$190K Buy
+527
New +$186K 0.04% 268

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Cary Street Partners Investment Advisory's SPGI Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its S&P Global (SPGI) stake by 0.54% in Q2 2026, buying an estimated $5.91K and bringing the position to 2,627 shares worth $1.07M. The position accounts for 0.22% of the portfolio, ranked #110.

Cary Street Partners Investment Advisory first reported a position in SPGI in Q3 2020 and has held it in 19 quarters since. The position peaked at $2.51M in Q3 2024. 1,336 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Cary Street Partners Investment Advisory held 2,627 shares of S&P Global worth $1.07M as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 14 S&P Global shares in Q2 2026, an estimated $5.91K.
  • S&P Global made up 0.22% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #110 holding.
  • Cary Street Partners Investment Advisory first reported a position in S&P Global in Q3 2020 and has held it in 19 quarters since.
  • Cary Street Partners Investment Advisory's S&P Global position peaked at $2.51M in Q3 2024.
  • 1,336 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.