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Claro Advisors’s S&P Global SPGI Stock Holding History

Claro Advisors’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
Q1 		– Sell
-385
Closed -$201K – 530
2025
Q4 		$201K Buy
+385
New +$190K 0.03% 412
2025
Q2 		– Sell
-1,987
Closed -$1.01M – 496
2025
Q1 		$1.01M Buy
1,987
+306
+18% +$156K 0.14% 143
2024
Q4 		$837K Sell
1,681
-349
-17% -$177K 0.11% 167
2024
Q3 		$1.05M Sell
2,030
-91
-4% -$45K 0.14% 146
2024
Q2 		$946K Sell
2,121
-39
-2% -$16.7K 0.15% 135
2024
Q1 		$919K Buy
2,160
+192
+10% +$83.2K 0.16% 146
2023
Q4 		$867K Buy
1,968
+7
+0.4% +$2.76K 0.19% 126
2023
Q3 		$717K Buy
1,961
+101
+5% +$39.7K 0.18% 136
2023
Q2 		$746K Buy
1,860
+335
+22% +$122K 0.19% 139
2023
Q1 		$526K Buy
1,525
+149
+11% +$52.4K 0.15% 170
2022
Q4 		$461K Buy
1,376
+352
+34% +$116K 0.15% 170
2022
Q3 		$345K Hold
1,024
– – 0.14% 173
2022
Q2 		$345K Buy
+1,024
New +$365K 0.14% 173
2019
Q1 		– Sell
-19
Closed -$4K – 815
2018
Q4 		$4K Buy
+19
New +$3.4K ﹤0.01% 827

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Claro Advisors's SPGI Position: Q1 2026 in Review

Claro Advisors sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 385 shares — an estimated $201K sold.

Claro Advisors first reported a position in SPGI in Q4 2018 and held it in 14 quarters. The position peaked at $1.05M in Q3 2024. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Claro Advisors reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • Claro Advisors sold 385 S&P Global shares in Q1 2026, an estimated $201K.
  • Claro Advisors first reported a position in S&P Global in Q4 2018 and held it in 14 quarters.
  • Claro Advisors's S&P Global position peaked at $1.05M in Q3 2024.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.