Certified Advisory Corp’s S&P Global SPGI Stock Holding History

Certified Advisory Corp’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	$2.1M	Sell	5,152 -379	-7%	-$160K	0.17%	119
2026 Q1	$2.35M	Sell	5,531 -155	-3%	-$72K	0.21%	108
2025 Q4	$2.97M	Sell	5,686 -215	-4%	-$106K	0.27%	90
2025 Q3	$2.87M	Sell	5,901 -262	-4%	-$140K	0.27%	89
2025 Q2	$3.25M	Sell	6,163 -77	-1%	-$38.4K	0.34%	82
2025 Q1	$3.17M	Sell	6,240 -74	-1%	-$37.8K	0.36%	78
2024 Q4	$3.14M	Sell	6,314 -26	-0.4%	-$13.2K	0.34%	83
2024 Q3	$3.28M	Sell	6,340 -436	-6%	-$216K	0.36%	80
2024 Q2	$3.02M	Sell	6,776 -36	-0.5%	-$15.4K	0.38%	79
2024 Q1	$2.9M	Sell	6,812 -43	-0.6%	-$18.6K	0.4%	79
2023 Q4	$3.02M	Sell	6,855 -445	-6%	-$176K	0.46%	70
2023 Q3	$2.67M	Sell	7,300 -19	-0.3%	-$7.47K	0.49%	68
2023 Q2	$2.93M	Sell	7,319 -590	-7%	-$216K	0.54%	60
2023 Q1	$2.73M	Sell	7,909 -160	-2%	-$56.3K	0.48%	61
2022 Q4	$2.7M	Sell	8,069 -116	-1%	-$38.2K	0.53%	57
2022 Q3	$2.5M	Sell	8,185 -16	-0.2%	-$5.72K	0.57%	48
2022 Q2	$2.76M	Sell	8,201 -38	-0.5%	-$13.5K	0.62%	46
2022 Q1	$3.38M	Sell	8,239 -171	-2%	-$69.6K	0.72%	39
2021 Q4	$3.97M	Buy	8,410 +8	+0.1%	+$3.66K	0.88%	28
2021 Q3	$3.57M	Buy	8,402 +307	+4%	+$133K	0.87%	31
2021 Q2	$3.32M	Sell	8,095 -11	-0.1%	-$4.23K	0.84%	31
2021 Q1	$2.86M	Buy	+8,106	New	+$2.7M	0.74%	32
2020 Q2	$2.87M	Sell	8,706 -17	-0.2%	-$5.11K	0.95%	23
2020 Q1	$2.14M	Sell	8,723 -219	-2%	-$60.1K	0.84%	28
2019 Q4	$2.44M	Buy	8,942 +229	+3%	+$59.5K	0.78%	28
2019 Q3	$2.13M	Sell	8,713 -245	-3%	-$61.2K	0.74%	29
2019 Q2	$2.04M	Sell	8,958 -111	-1%	-$24.2K	0.76%	30
2019 Q1	$1.91M	Sell	9,069 -286	-3%	-$55.4K	0.8%	28
2018 Q4	$1.59M	Sell	9,355 -1,506	-14%	-$270K	0.82%	26
2018 Q3	$2.12M	Buy	10,861 +759	+8%	+$157K	0.98%	20
2018 Q2	$2.06M	Buy	10,102 +879	+10%	+$174K	1.15%	17
2018 Q1	$1.76M	Buy	9,223 +1,429	+18%	+$264K	1.04%	22
2017 Q4	$1.32M	Buy	+7,794	New	+$1.27M	0.95%	24

Other funds holding SPGI

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Certified Advisory Corp's SPGI Position: Q2 2026 in Review

Certified Advisory Corp reduced its S&P Global (SPGI) stake by 6.9% in Q2 2026, selling an estimated $160K and leaving 5,152 shares worth $2.1M. The position accounts for 0.17% of the portfolio, ranked #119.

Certified Advisory Corp first reported a position in SPGI in Q4 2017 and has held it in 33 quarters since. The position peaked at $3.97M in Q4 2021. 590 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Certified Advisory Corp held 5,152 shares of S&P Global worth $2.1M as of Q2 2026.
Certified Advisory Corp sold 379 S&P Global shares in Q2 2026, an estimated $160K.
S&P Global made up 0.17% of Certified Advisory Corp's portfolio in Q2 2026, its #119 holding.
Certified Advisory Corp first reported a position in S&P Global in Q4 2017 and has held it in 33 quarters since.
Certified Advisory Corp's S&P Global position peaked at $3.97M in Q4 2021.
590 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.