Choate Investment Advisors’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 | $4.39M | Sell |
10,789
-1,053
| -9% | -$445K | 0.08% | 105 |
|
|
2026
Q1 | $5.04M | Sell |
11,842
-940
| -7% | -$436K | 0.1% | 89 |
|
|
2025
Q4 | $6.68M | Sell |
12,782
-236
| -2% | -$117K | 0.13% | 71 |
|
|
2025
Q3 | $6.34M | Sell |
13,018
-168
| -1% | -$90K | 0.13% | 76 |
|
|
2025
Q2 | $6.95M | Buy |
13,186
+24
| +0.2% | +$12K | 0.15% | 72 |
|
|
2025
Q1 | $6.69M | Sell |
13,162
-96
| -0.7% | -$49.1K | 0.17% | 71 |
|
|
2024
Q4 | $6.61M | Buy |
13,258
+602
| +5% | +$305K | 0.16% | 74 |
|
|
2024
Q3 | $6.54M | Buy |
12,656
+104
| +0.8% | +$51.5K | 0.17% | 73 |
|
|
2024
Q2 | $5.6M | Buy |
12,552
+114
| +0.9% | +$48.9K | 0.15% | 79 |
|
|
2024
Q1 | $5.29M | Buy |
12,438
+237
| +2% | +$103K | 0.14% | 84 |
|
|
2023
Q4 | $5.37M | Buy |
12,201
+2,285
| +23% | +$902K | 0.17% | 72 |
|
|
2023
Q3 | $3.62M | Buy |
9,916
+2,649
| +36% | +$1.04M | 0.14% | 69 |
|
|
2023
Q2 | $2.91M | Sell |
7,267
-10
| -0.1% | -$3.65K | 0.12% | 70 |
|
|
2023
Q1 | $2.51M | Sell |
7,277
-20
| -0.3% | -$7.04K | 0.12% | 74 |
|
|
2022
Q4 | $2.44M | Buy |
7,297
+268
| +4% | +$88.3K | 0.15% | 75 |
|
|
2022
Q3 | $2.15M | Sell |
7,029
-60
| -0.8% | -$21.5K | 0.14% | 70 |
|
|
2022
Q2 | $2.39M | Sell |
7,089
-795
| -10% | -$283K | 0.15% | 67 |
|
|
2022
Q1 | $3.23M | Sell |
7,884
-357
| -4% | -$145K | 0.17% | 55 |
|
|
2021
Q4 | $3.89M | Buy |
8,241
+790
| +11% | +$361K | 0.23% | 43 |
|
|
2021
Q3 | $3.17M | Buy |
7,451
+600
| +9% | +$260K | 0.2% | 50 |
|
|
2021
Q2 | $2.81M | Sell |
6,851
-2,242
| -25% | -$862K | 0.17% | 60 |
|
|
2021
Q1 | $3.21M | Sell |
9,093
-805
| -8% | -$268K | 0.2% | 49 |
|
|
2020
Q4 | $3.25M | Buy |
9,898
+445
| +5% | +$150K | 0.2% | 46 |
|
|
2020
Q3 | $3.41M | Buy |
9,453
+405
| +4% | +$143K | 0.22% | 40 |
|
|
2020
Q2 | $2.98M | Hold |
9,048
| – | – | 0.22% | 44 |
|
|
2020
Q1 | $2.22M | Buy |
9,048
+730
| +9% | +$200K | 0.18% | 62 |
|
|
2019
Q4 | $2.27M | Hold |
8,318
| – | – | 0.14% | 76 |
|
|
2019
Q3 | $2.04M | Hold |
8,318
| – | – | 0.13% | 80 |
|
|
2019
Q2 | $1.9M | Sell |
8,318
-2,134
| -20% | -$466K | 0.11% | 82 |
|
|
2019
Q1 | $2.2M | Sell |
10,452
-413
| -4% | -$80K | 0.13% | 72 |
|
|
2018
Q4 | $1.85M | Sell |
10,865
-241
| -2% | -$43.2K | 0.12% | 77 |
|
|
2018
Q3 | $2.17M | Hold |
11,106
| – | – | 0.12% | 65 |
|
|
2018
Q2 | $2.26M | Sell |
11,106
-27
| -0.2% | -$5.33K | 0.13% | 73 |
|
|
2018
Q1 | $2.13M | Sell |
11,133
-400
| -3% | -$73.8K | 0.11% | 77 |
|
|
2017
Q4 | $1.95M | Sell |
11,533
-635
| -5% | -$104K | 0.1% | 87 |
|
|
2017
Q3 | $1.9M | Sell |
12,168
-27
| -0.2% | -$4.1K | 0.1% | 87 |
|
|
2017
Q2 | $1.78M | Hold |
12,195
| – | – | 0.1% | 84 |
|
|
2017
Q1 | $1.59M | Sell |
12,195
-75
| -0.6% | -$9.32K | 0.09% | 89 |
|
|
2016
Q4 | $1.32M | Sell |
12,270
-55
| -0.4% | -$6.57K | 0.08% | 95 |
|
|
2016
Q3 | $1.56M | Sell |
12,325
-1,240
| -9% | -$149K | 0.1% | 92 |
|
|
2016
Q2 | $1.45M | Buy |
+13,565
| New | +$1.46M | 0.1% | 88 |
|
Other funds holding SPGI
Choate Investment Advisors's SPGI Position: Q2 2026 in Review
Choate Investment Advisors reduced its S&P Global (SPGI) stake by 8.9% in Q2 2026, selling an estimated $445K and leaving 10,789 shares worth $4.39M. The position accounts for 0.08% of the portfolio, ranked #105.
Choate Investment Advisors first reported a position in SPGI in Q2 2016 and has held it in 41 quarters since. The position peaked at $6.95M in Q2 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.
- Choate Investment Advisors held 10,789 shares of S&P Global worth $4.39M as of Q2 2026.
- Choate Investment Advisors sold 1,053 S&P Global shares in Q2 2026, an estimated $445K.
- S&P Global made up 0.08% of Choate Investment Advisors's portfolio in Q2 2026, its #105 holding.
- Choate Investment Advisors first reported a position in S&P Global in Q2 2016 and has held it in 41 quarters since.
- Choate Investment Advisors's S&P Global position peaked at $6.95M in Q2 2025.
- 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.
Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.