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Checchi Capital Advisers’s S&P Global SPGI Stock Holding History

Checchi Capital Advisers’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 		$1.04M Sell
2,547
-274
-10% -$116K 0.05% 209
2026
Q1 		$1.2M Buy
2,821
+176
+7% +$81.7K 0.06% 188
2025
Q4 		$1.38M Sell
2,645
-92
-3% -$45.5K 0.07% 160
2025
Q3 		$1.33M Sell
2,737
-347
-11% -$186K 0.07% 161
2025
Q2 		$1.63M Sell
3,084
-3
-0.1% -$1.5K 0.09% 146
2025
Q1 		$1.57M Buy
3,087
+49
+2% +$25K 0.08% 152
2024
Q4 		$1.51M Sell
3,038
-151
-5% -$76.6K 0.09% 144
2024
Q3 		$1.65M Buy
3,189
+66
+2% +$32.7K 0.09% 137
2024
Q2 		$1.39M Buy
3,123
+28
+0.9% +$12K 0.07% 153
2024
Q1 		$1.32M Buy
3,095
+14
+0.5% +$6.07K 0.1% 159
2023
Q4 		$1.36M Sell
3,081
-185
-6% -$73K 0.11% 152
2023
Q3 		$1.19M Sell
3,266
-118
-3% -$46.4K 0.11% 153
2023
Q2 		$1.36M Buy
3,384
+117
+4% +$42.7K 0.12% 138
2023
Q1 		$1.13M Buy
3,267
+277
+9% +$97.5K 0.11% 156
2022
Q4 		$1M Sell
2,990
-51
-2% -$16.8K 0.1% 160
2022
Q3 		$929K Sell
3,041
-191
-6% -$68.3K 0.09% 168
2022
Q2 		$1.22M Sell
3,232
-142
-4% -$50.6K 0.11% 142
2022
Q1 		$1.38M Buy
3,374
+1,036
+44% +$422K 0.12% 121
2021
Q4 		$1.1M Hold
2,338
– – 0.1% 144
2021
Q3 		$993K Sell
2,338
-20
-0.8% -$8.67K 0.1% 141
2021
Q2 		$968K Buy
2,358
+25
+1% +$9.61K 0.1% 151
2021
Q1 		$823K Sell
2,333
-57
-2% -$19K 0.08% 160
2020
Q4 		$786K Sell
2,390
-375
-14% -$127K 0.08% 163
2020
Q3 		$997K Buy
2,765
+7
+0.3% +$2.47K 0.11% 124
2020
Q2 		$909K Buy
2,758
+193
+8% +$58K 0.11% 129
2020
Q1 		$629K Sell
2,565
-103
-4% -$28.3K 0.06% 142
2019
Q4 		$728K Sell
2,668
-16
-0.6% -$4.16K 0.1% 143
2019
Q3 		$658K Sell
2,684
-88
-3% -$22K 0.09% 153
2019
Q2 		$631K Buy
2,772
+217
+8% +$47.4K 0.08% 161
2019
Q1 		$538K Sell
2,555
-31
-1% -$6K 0.06% 175
2018
Q4 		$439K Sell
2,586
-245
-9% -$43.9K 0.06% 184
2018
Q3 		$553K Buy
2,831
+39
+1% +$8.05K 0.06% 189
2018
Q2 		$569K Buy
2,792
+2
+0.1% +$395 0.07% 179
2018
Q1 		$533K Buy
2,790
+354
+15% +$65.3K 0.07% 182
2017
Q4 		$413K Buy
2,436
+27
+1% +$4.41K 0.06% 233
2017
Q3 		$377K Sell
2,409
-42
-2% -$6.38K 0.04% 227
2017
Q2 		$358K Sell
2,451
-855
-26% -$119K 0.04% 236
2017
Q1 		$432K Sell
3,306
-273
-8% -$33.9K 0.05% 200
2016
Q4 		$385K Sell
3,579
-79
-2% -$9.44K 0.05% 212
2016
Q3 		$463K Buy
3,658
+353
+11% +$42.4K 0.05% 174
2016
Q2 		$354K Buy
+3,305
New +$355K 0.04% 212

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
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
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Checchi Capital Advisers's SPGI Position: Q2 2026 in Review

Checchi Capital Advisers reduced its S&P Global (SPGI) stake by 9.7% in Q2 2026, selling an estimated $116K and leaving 2,547 shares worth $1.04M. The position accounts for 0.05% of the portfolio, ranked #209.

Checchi Capital Advisers first reported a position in SPGI in Q2 2016 and has held it in 41 quarters since. The position peaked at $1.65M in Q3 2024. 1,142 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Checchi Capital Advisers held 2,547 shares of S&P Global worth $1.04M as of Q2 2026.
  • Checchi Capital Advisers sold 274 S&P Global shares in Q2 2026, an estimated $116K.
  • S&P Global made up 0.05% of Checchi Capital Advisers's portfolio in Q2 2026, its #209 holding.
  • Checchi Capital Advisers first reported a position in S&P Global in Q2 2016 and has held it in 41 quarters since.
  • Checchi Capital Advisers's S&P Global position peaked at $1.65M in Q3 2024.
  • 1,142 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.