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Clear Trail Advisors’s S&P Global SPGI Stock Holding History

Clear Trail 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
Q2 		$371K Sell
911
-15
-2% -$6.33K 0.06% 133
2026
Q1 		$394K Sell
926
-19
-2% -$8.82K 0.07% 120
2025
Q4 		$494K Buy
+945
New +$468K 0.11% 90

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Clear Trail Advisors's SPGI Position: Q2 2026 in Review

Clear Trail Advisors reduced its S&P Global (SPGI) stake by 1.6% in Q2 2026, selling an estimated $6.33K and leaving 911 shares worth $371K. The position accounts for 0.06% of the portfolio, ranked #133.

Clear Trail Advisors first reported a position in SPGI in Q4 2025 and has held it in 3 quarters since. The position peaked at $494K in Q4 2025. 2,007 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Clear Trail Advisors held 911 shares of S&P Global worth $371K as of Q2 2026.
  • Clear Trail Advisors sold 15 S&P Global shares in Q2 2026, an estimated $6.33K.
  • S&P Global made up 0.06% of Clear Trail Advisors's portfolio in Q2 2026, its #133 holding.
  • Clear Trail Advisors first reported a position in S&P Global in Q4 2025 and has held it in 3 quarters since.
  • Clear Trail Advisors's S&P Global position peaked at $494K in Q4 2025.
  • 2,007 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Clear Trail Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.