Cerity Partners’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 | $89M | Sell |
218,586
-7,718
| -3% | -$3.26M | 0.11% | 170 |
|
|
2026
Q1 | $96.3M | Buy |
226,304
+27,043
| +14% | +$12.6M | 0.14% | 142 |
|
|
2025
Q4 | $104M | Buy |
199,261
+5,117
| +3% | +$2.53M | 0.15% | 134 |
|
|
2025
Q3 | $94.5M | Sell |
194,144
-213
| -0.1% | -$114K | 0.15% | 137 |
|
|
2025
Q2 | $102M | Buy |
194,357
+19,915
| +11% | +$9.94M | 0.18% | 115 |
|
|
2025
Q1 | $88.6M | Sell |
174,442
-3,929
| -2% | -$2.01M | 0.18% | 121 |
|
|
2024
Q4 | $90.1M | Sell |
178,371
-3,497
| -2% | -$1.77M | 0.2% | 105 |
|
|
2024
Q3 | $94M | Buy |
181,868
+34,712
| +24% | +$17.2M | 0.21% | 103 |
|
|
2024
Q2 | $65.6M | Sell |
147,156
-16,438
| -10% | -$7.05M | 0.17% | 129 |
|
|
2024
Q1 | $69.6M | Buy |
163,594
+68,036
| +71% | +$29.5M | 0.18% | 124 |
|
|
2023
Q4 | $42.1M | Buy |
95,558
+26,121
| +38% | +$10.3M | 0.14% | 147 |
|
|
2023
Q3 | $25.4M | Sell |
69,437
-10,255
| -13% | -$4.03M | 0.12% | 163 |
|
|
2023
Q2 | $31.9M | Buy |
79,692
+15,706
| +25% | +$5.74M | 0.12% | 165 |
|
|
2023
Q1 | $70.4M | Buy |
63,986
+2,319
| +4% | +$816K | 0.17% | 92 |
|
|
2022
Q4 | $20.9M | Buy |
61,667
+18,920
| +44% | +$6.24M | 0.13% | 158 |
|
|
2022
Q3 | $13.1M | Sell |
42,747
-11,588
| -21% | -$4.15M | 0.16% | 127 |
|
|
2022
Q2 | $18.3M | Buy |
54,335
+10,152
| +23% | +$3.62M | 0.2% | 108 |
|
|
2022
Q1 | $17.7M | Buy |
44,183
+10,212
| +30% | +$4.16M | 0.28% | 71 |
|
|
2021
Q4 | $16M | Buy |
33,971
+1,976
| +6% | +$904K | 0.24% | 81 |
|
|
2021
Q3 | $13.6M | Sell |
31,995
-202
| -0.6% | -$87.5K | 0.3% | 73 |
|
|
2021
Q2 | $13.2M | Buy |
32,197
+187
| +0.6% | +$71.9K | 0.29% | 71 |
|
|
2021
Q1 | $11.3M | Buy |
32,010
+28,078
| +714% | +$9.34M | 0.27% | 78 |
|
|
2020
Q4 | $1.29M | Buy |
3,932
+162
| +4% | +$54.6K | 0.04% | 273 |
|
|
2020
Q3 | $1.36M | Buy |
3,770
+169
| +5% | +$59.6K | 0.06% | 214 |
|
|
2020
Q2 | $1.19M | Sell |
3,601
-167
| -4% | -$50.2K | 0.07% | 182 |
|
|
2020
Q1 | $923K | Sell |
3,768
-571
| -13% | -$157K | 0.06% | 219 |
|
|
2019
Q4 | $1.19M | Sell |
4,339
-226
| -5% | -$58.7K | 0.06% | 222 |
|
|
2019
Q3 | $1.12M | Sell |
4,565
-80
| -2% | -$20K | 0.07% | 236 |
|
|
2019
Q2 | $1.06M | Sell |
4,645
-2,117
| -31% | -$462K | 0.07% | 228 |
|
|
2019
Q1 | $1.42M | Buy |
6,762
+15
| +0.2% | +$2.9K | 0.1% | 195 |
|
|
2018
Q4 | $1.15M | Sell |
6,747
-678
| -9% | -$121K | 0.08% | 210 |
|
|
2018
Q3 | $1.45M | Sell |
7,425
-174
| -2% | -$35.9K | 0.1% | 200 |
|
|
2018
Q2 | $1.55M | Sell |
7,599
-394
| -5% | -$77.8K | 0.11% | 187 |
|
|
2018
Q1 | $1.53M | Sell |
7,993
-4,938
| -38% | -$911K | 0.12% | 180 |
|
|
2017
Q4 | $2.19M | Sell |
12,931
-376
| -3% | -$61.4K | 0.15% | 145 |
|
|
2017
Q3 | $2.08M | Buy |
13,307
+11,130
| +511% | +$1.69M | 0.15% | 152 |
|
|
2017
Q2 | $318K | Buy |
2,177
+353
| +19% | +$49K | 0.03% | 283 |
|
|
2017
Q1 | $238K | Buy |
+1,824
| New | +$227K | 0.02% | 385 |
|
Other funds holding SPGI
VCM
VPM
Cerity Partners's SPGI Position: Q2 2026 in Review
Cerity Partners reduced its S&P Global (SPGI) stake by 3.4% in Q2 2026, selling an estimated $3.26M and leaving 218,586 shares worth $89M. The position accounts for 0.11% of the portfolio, ranked #170.
Cerity Partners first reported a position in SPGI in Q1 2017 and has held it in 38 quarters since. The position peaked at $104M in Q4 2025. 1,805 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.
- Cerity Partners held 218,586 shares of S&P Global worth $89M as of Q2 2026.
- Cerity Partners sold 7,718 S&P Global shares in Q2 2026, an estimated $3.26M.
- S&P Global made up 0.11% of Cerity Partners's portfolio in Q2 2026, its #170 holding.
- Cerity Partners first reported a position in S&P Global in Q1 2017 and has held it in 38 quarters since.
- Cerity Partners's S&P Global position peaked at $104M in Q4 2025.
- 1,805 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.
Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.