Ceera Investments’s S&P Global SPGI Stock Holding History

Ceera Investments’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	–	Sell	-4,229	Closed	-$1.8M	–	107
2026 Q1	$1.8M	Sell	4,229 -511	-11%	-$237K	0.79%	34
2025 Q4	$2.48M	Sell	4,740 -638	-12%	-$316K	0.96%	33
2025 Q3	$2.62M	Sell	5,378 -583	-10%	-$312K	0.82%	37
2025 Q2	$3.14M	Sell	5,961 -12	-0.2%	-$5.99K	0.96%	33
2025 Q1	$3.03M	Buy	5,973 +17	+0.3%	+$8.69K	1.05%	29
2024 Q4	$2.97M	Hold	5,956	–	–	1.02%	33
2024 Q3	$3.08M	Sell	5,956 -160	-3%	-$79.2K	1.16%	29
2024 Q2	$2.73M	Sell	6,116 -25	-0.4%	-$10.7K	1.15%	29
2024 Q1	$2.61M	Hold	6,141	–	–	1.14%	28
2023 Q4	$2.71M	Sell	6,141 -30	-0.5%	-$11.8K	1.27%	28
2023 Q3	$2.25M	Hold	6,171	–	–	1.23%	25
2023 Q2	$2.47M	Hold	6,171	–	–	1.43%	24
2023 Q1	$2.13M	Hold	6,171	–	–	1.36%	26
2022 Q4	$2.07M	Buy	6,171 +3	+0%	+$989	1.31%	31
2022 Q3	$1.88M	Sell	6,168 -75	-1%	-$26.8K	1.25%	31
2022 Q2	$2.1M	Hold	6,243	–	–	1.2%	32
2022 Q1	$2.56M	Sell	6,243 -16	-0.3%	-$6.52K	1.28%	30
2021 Q4	$2.95M	Sell	6,259 -46	-0.7%	-$21K	1.53%	31
2021 Q3	$2.68M	Hold	6,305	–	–	1.47%	30
2021 Q2	$2.59M	Hold	6,305	–	–	1.96%	25
2021 Q1	$2.23M	Buy	+6,305	New	+$2.1M	1.81%	27

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Ceera Investments's SPGI Position: Q2 2026 in Review

Ceera Investments sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 4,229 shares — an estimated $1.8M sold.

Ceera Investments first reported a position in SPGI in Q1 2021 and held it in 21 quarters. The position peaked at $3.14M in Q2 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Ceera Investments reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
Ceera Investments sold 4,229 S&P Global shares in Q2 2026, an estimated $1.8M.
Ceera Investments first reported a position in S&P Global in Q1 2021 and held it in 21 quarters.
Ceera Investments's S&P Global position peaked at $3.14M in Q2 2025.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Ceera Investments's 13F filing for Q2 2026, filed 6 Aug 2026.