Clearstead 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
Q1 | $5.29M | Sell |
12,436
-636
| -5% | -$295K | 0.05% | 227 |
|
|
2025
Q4 | $6.83M | Buy |
13,072
+166
| +1% | +$82.1K | 0.09% | 167 |
|
|
2025
Q3 | $6.28M | Sell |
12,906
-3,739
| -22% | -$2M | 0.08% | 174 |
|
|
2025
Q2 | $8.78M | Buy |
16,645
+839
| +5% | +$419K | 0.12% | 140 |
|
|
2025
Q1 | $8.03M | Buy |
15,806
+3,193
| +25% | +$1.63M | 0.12% | 138 |
|
|
2024
Q4 | $6.28M | Sell |
12,613
-88
| -0.7% | -$44.7K | 0.1% | 161 |
|
|
2024
Q3 | $6.56M | Buy |
12,701
+3,438
| +37% | +$1.7M | 0.1% | 158 |
|
|
2024
Q2 | $4.13M | Buy |
9,263
+2,020
| +28% | +$867K | 0.07% | 193 |
|
|
2024
Q1 | $3.1M | Buy |
7,243
+24
| +0.3% | +$10.4K | 0.15% | 113 |
|
|
2023
Q4 | $3.18M | Sell |
7,219
-6,431
| -47% | -$2.54M | 0.17% | 107 |
|
|
2023
Q3 | $4.99M | Buy |
13,650
+6,842
| +100% | +$2.69M | 0.14% | 118 |
|
|
2023
Q2 | $2.73M | Buy |
6,808
+866
| +15% | +$316K | 0.17% | 105 |
|
|
2023
Q1 | $2.05M | Buy |
5,942
+52
| +0.9% | +$18.3K | 0.15% | 119 |
|
|
2022
Q4 | $1.97M | Sell |
5,890
-85
| -1% | -$28K | 0.15% | 122 |
|
|
2022
Q3 | $1.82M | Buy |
5,975
+43
| +0.7% | +$15.4K | 0.17% | 113 |
|
|
2022
Q2 | $2M | Hold |
5,932
| – | – | 0.16% | 118 |
|
|
2022
Q1 | $2.43M | Buy |
5,932
+373
| +7% | +$152K | 0.17% | 107 |
|
|
2021
Q4 | $2.62M | Sell |
5,559
-514
| -8% | -$235K | 0.18% | 106 |
|
|
2021
Q3 | $2.58M | Buy |
6,073
+16
| +0.3% | +$6.93K | 0.19% | 98 |
|
|
2021
Q2 | $2.49M | Buy |
6,057
+1,331
| +28% | +$512K | 0.19% | 96 |
|
|
2021
Q1 | $1.67M | Buy |
4,726
+6
| +0.1% | +$2K | 0.14% | 120 |
|
|
2020
Q4 | $1.55M | Hold |
4,720
| – | – | 0.14% | 117 |
|
|
2020
Q3 | $1.7M | Hold |
4,720
| – | – | 0.18% | 99 |
|
|
2020
Q2 | $1.55M | Hold |
4,720
| – | – | 0.18% | 98 |
|
|
2020
Q1 | $1.16M | Sell |
4,720
-780
| -14% | -$214K | 0.17% | 103 |
|
|
2019
Q4 | $1.5M | Buy |
5,500
+2,700
| +96% | +$701K | 0.18% | 102 |
|
|
2019
Q3 | $686K | Hold |
2,800
| – | – | 0.09% | 142 |
|
|
2019
Q2 | $638K | Hold |
2,800
| – | – | 0.09% | 146 |
|
|
2019
Q1 | $590K | Hold |
2,800
| – | – | 0.08% | 152 |
|
|
2018
Q4 | $476K | Hold |
2,800
| – | – | 0.07% | 166 |
|
|
2018
Q3 | $547K | Sell |
2,800
-18
| -0.6% | -$3.71K | 0.08% | 143 |
|
|
2018
Q2 | $575K | Buy |
2,818
+18
| +0.6% | +$3.56K | 0.08% | 134 |
|
|
2018
Q1 | $535K | Sell |
2,800
-45
| -2% | -$8.31K | 0.08% | 131 |
|
|
2017
Q4 | $482K | Buy |
2,845
+45
| +2% | +$7.35K | 0.07% | 144 |
|
|
2017
Q3 | $438K | Hold |
2,800
| – | – | 0.06% | 166 |
|
|
2017
Q2 | $409K | Hold |
2,800
| – | – | 0.06% | 161 |
|
|
2017
Q1 | $366K | Sell |
2,800
-80
| -3% | -$9.95K | 0.05% | 162 |
|
|
2016
Q4 | $310K | Buy |
+2,880
| New | +$344K | 0.05% | 163 |
|
Other funds holding SPGI
VCM
VPM
Clearstead Advisors's SPGI Position: Q1 2026 in Review
Clearstead Advisors reduced its S&P Global (SPGI) stake by 4.9% in Q1 2026, selling an estimated $295K and leaving 12,436 shares worth $5.29M. The position accounts for 0.05% of the portfolio, ranked #227.
Clearstead Advisors first reported a position in SPGI in Q4 2016 and has held it in 38 quarters since. The position peaked at $8.78M in Q2 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.
- Clearstead Advisors held 12,436 shares of S&P Global worth $5.29M as of Q1 2026.
- Clearstead Advisors sold 636 S&P Global shares in Q1 2026, an estimated $295K.
- S&P Global made up 0.05% of Clearstead Advisors's portfolio in Q1 2026, its #227 holding.
- Clearstead Advisors first reported a position in S&P Global in Q4 2016 and has held it in 38 quarters since.
- Clearstead Advisors's S&P Global position peaked at $8.78M in Q2 2025.
- 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.
Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.