Clean Yield Group’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
Q1 | $56.6K | Sell |
133
-13
| -9% | -$6.04K | 0.02% | 217 |
|
|
2025
Q4 | $76.3K | Hold |
146
| – | – | 0.02% | 199 |
|
|
2025
Q3 | $71.1K | Hold |
146
| – | – | 0.02% | 204 |
|
|
2025
Q2 | $77K | Hold |
146
| – | – | 0.02% | 199 |
|
|
2025
Q1 | $74.2K | Hold |
146
| – | – | 0.02% | 198 |
|
|
2024
Q4 | $72.7K | Hold |
146
| – | – | 0.02% | 203 |
|
|
2024
Q3 | $75.4K | Buy |
146
+13
| +10% | +$6.43K | 0.02% | 201 |
|
|
2024
Q2 | $59.3K | Hold |
133
| – | – | 0.02% | 213 |
|
|
2024
Q1 | $56.6K | Hold |
133
| – | – | 0.02% | 224 |
|
|
2023
Q4 | $58.6K | Hold |
133
| – | – | 0.02% | 218 |
|
|
2023
Q3 | $49.5K | Sell |
133
-27
| -17% | -$10.6K | 0.02% | 228 |
|
|
2023
Q2 | $64.1K | Hold |
160
| – | – | 0.03% | 216 |
|
|
2023
Q1 | $55.2K | Hold |
160
| – | – | 0.02% | 228 |
|
|
2022
Q4 | $53.6K | Hold |
160
| – | – | 0.02% | 228 |
|
|
2022
Q3 | $49K | Hold |
160
| – | – | 0.02% | 222 |
|
|
2022
Q2 | $54K | Sell |
160
-7
| -4% | -$2.5K | 0.02% | 226 |
|
|
2022
Q1 | $68K | Sell |
167
-83
| -33% | -$33.8K | 0.02% | 228 |
|
|
2021
Q4 | $118K | Hold |
250
| – | – | 0.04% | 198 |
|
|
2021
Q3 | $106K | Hold |
250
| – | – | 0.03% | 206 |
|
|
2021
Q2 | $103K | Buy |
+250
| New | +$96.1K | 0.04% | 200 |
|
|
2021
Q1 | – | Sell |
-250
| Closed | -$82K | – | 340 |
|
|
2020
Q4 | $82K | Hold |
250
| – | – | 0.03% | 205 |
|
|
2020
Q3 | $90K | Hold |
250
| – | – | 0.04% | 177 |
|
|
2020
Q2 | $82K | Hold |
250
| – | – | 0.04% | 179 |
|
|
2020
Q1 | $61K | Sell |
250
-50
| -17% | -$13.7K | 0.03% | 186 |
|
|
2019
Q4 | $82K | Hold |
300
| – | – | 0.03% | 190 |
|
|
2019
Q3 | $73K | Hold |
300
| – | – | 0.02% | 188 |
|
|
2019
Q2 | $68K | Sell |
300
-300
| -50% | -$65.5K | 0.02% | 192 |
|
|
2019
Q1 | $126K | Sell |
600
-225
| -27% | -$43.6K | 0.05% | 147 |
|
|
2018
Q4 | $140K | Sell |
825
-1,400
| -63% | -$251K | 0.06% | 142 |
|
|
2018
Q3 | $435K | Buy |
2,225
+950
| +75% | +$196K | 0.17% | 97 |
|
|
2018
Q2 | $260K | Sell |
1,275
-325
| -20% | -$64.2K | 0.11% | 119 |
|
|
2018
Q1 | $306K | Sell |
1,600
-2,000
| -56% | -$369K | 0.13% | 108 |
|
|
2017
Q4 | $610K | Hold |
3,600
| – | – | 0.24% | 85 |
|
|
2017
Q3 | $563K | Hold |
3,600
| – | – | 0.23% | 88 |
|
|
2017
Q2 | $538K | Hold |
3,600
| – | – | 0.23% | 93 |
|
|
2017
Q1 | $471K | Sell |
3,600
-600
| -14% | -$74.6K | 0.2% | 95 |
|
|
2016
Q4 | $452K | Hold |
4,200
| – | – | 0.2% | 91 |
|
|
2016
Q3 | $532K | Hold |
4,200
| – | – | 0.23% | 87 |
|
|
2016
Q2 | $450K | Buy |
+4,200
| New | +$451K | 0.19% | 92 |
|
Other funds holding SPGI
VCM
VPM
Clean Yield Group's SPGI Position: Q1 2026 in Review
Clean Yield Group reduced its S&P Global (SPGI) stake by 8.9% in Q1 2026, selling an estimated $6.04K and leaving 133 shares worth $56.6K. The position accounts for 0.02% of the portfolio, ranked #217.
Clean Yield Group first reported a position in SPGI in Q2 2016 and has held it in 39 quarters since. The position peaked at $610K in Q4 2017. 2,107 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.
- Clean Yield Group held 133 shares of S&P Global worth $56.6K as of Q1 2026.
- Clean Yield Group sold 13 S&P Global shares in Q1 2026, an estimated $6.04K.
- S&P Global made up 0.02% of Clean Yield Group's portfolio in Q1 2026, its #217 holding.
- Clean Yield Group first reported a position in S&P Global in Q2 2016 and has held it in 39 quarters since.
- Clean Yield Group's S&P Global position peaked at $610K in Q4 2017.
- 2,107 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.
Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.