Commonwealth Equity Services’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 | $17.7M | Sell |
41,698
-3,082
| -7% | -$1.43M | 0.02% | 615 |
|
|
2025
Q4 | $23.4M | Sell |
44,780
-3,677
| -8% | -$1.82M | 0.03% | 509 |
|
|
2025
Q3 | $23.6M | Sell |
48,457
-2,551
| -5% | -$1.37M | 0.03% | 503 |
|
|
2025
Q2 | $26.9M | Sell |
51,008
-825
| -2% | -$412K | 0.04% | 475 |
|
|
2025
Q1 | $26.3M | Buy |
51,833
+353
| +0.7% | +$180K | 0.04% | 455 |
|
|
2024
Q4 | $25.6M | Buy |
51,480
+864
| +2% | +$438K | 0.04% | 450 |
|
|
2024
Q3 | $26.1M | Buy |
50,616
+670
| +1% | +$332K | 0.04% | 437 |
|
|
2024
Q2 | $22.3M | Buy |
49,946
+1,512
| +3% | +$649K | 0.04% | 466 |
|
|
2024
Q1 | $20.6M | Buy |
48,434
+147
| +0.3% | +$63.7K | 0.03% | 480 |
|
|
2023
Q4 | $21.3M | Buy |
48,287
+3,326
| +7% | +$1.31M | 0.04% | 441 |
|
|
2023
Q3 | $16.4M | Buy |
44,961
+463
| +1% | +$182K | 0.03% | 481 |
|
|
2023
Q2 | $17.8M | Sell |
44,498
-2,635
| -6% | -$963K | 0.04% | 456 |
|
|
2023
Q1 | $16.3K | Buy |
47,133
+1,240
| +3% | +$436K | 0.03% | 468 |
|
|
2022
Q4 | $15.4M | Sell |
45,893
-4,408
| -9% | -$1.45M | 0.04% | 462 |
|
|
2022
Q3 | $154M | Sell |
50,301
-836
| -2% | -$299K | 0.4% | 47 |
|
|
2022
Q2 | $17.2M | Buy |
51,137
+5,119
| +11% | +$1.82M | 0.04% | 379 |
|
|
2022
Q1 | $18.9M | Buy |
46,018
+10,619
| +30% | +$4.33M | 0.04% | 385 |
|
|
2021
Q4 | $16.7M | Buy |
35,399
+2,679
| +8% | +$1.23M | 0.04% | 427 |
|
|
2021
Q3 | $13.9M | Buy |
32,720
+4,020
| +14% | +$1.74M | 0.03% | 451 |
|
|
2021
Q2 | $11.8M | Buy |
28,700
+1,393
| +5% | +$535K | 0.03% | 509 |
|
|
2021
Q1 | $9.63M | Buy |
27,307
+855
| +3% | +$285K | 0.03% | 529 |
|
|
2020
Q4 | $8.7M | Sell |
26,452
-1,118
| -4% | -$377K | 0.03% | 522 |
|
|
2020
Q3 | $9.94M | Buy |
27,570
+3,379
| +14% | +$1.19M | 0.03% | 434 |
|
|
2020
Q2 | $7.97M | Buy |
24,191
+28
| +0.1% | +$8.42K | 0.03% | 479 |
|
|
2020
Q1 | $5.92M | Sell |
24,163
-753
| -3% | -$207K | 0.03% | 496 |
|
|
2019
Q4 | $6.8M | Sell |
24,916
-632
| -2% | -$164K | 0.03% | 529 |
|
|
2019
Q3 | $6.26M | Buy |
25,548
+2,060
| +9% | +$515K | 0.03% | 526 |
|
|
2019
Q2 | $5.35M | Buy |
23,488
+1,468
| +7% | +$321K | 0.02% | 542 |
|
|
2019
Q1 | $4.64M | Sell |
22,020
-343
| -2% | -$66.4K | 0.02% | 587 |
|
|
2018
Q4 | $3.8M | Sell |
22,363
-487
| -2% | -$87.2K | 0.02% | 595 |
|
|
2018
Q3 | $4.46M | Sell |
22,850
-897
| -4% | -$185K | 0.02% | 579 |
|
|
2018
Q2 | $4.84M | Sell |
23,747
-2,793
| -11% | -$552K | 0.03% | 517 |
|
|
2018
Q1 | $5.07M | Buy |
26,540
+1,028
| +4% | +$190K | 0.03% | 475 |
|
|
2017
Q4 | $4.32M | Buy |
25,512
+3,640
| +17% | +$594K | 0.02% | 522 |
|
|
2017
Q3 | $3.42M | Buy |
21,872
+496
| +2% | +$75.4K | 0.02% | 572 |
|
|
2017
Q2 | $3.12M | Buy |
21,376
+669
| +3% | +$92.9K | 0.02% | 580 |
|
|
2017
Q1 | $2.71M | Sell |
20,707
-228
| -1% | -$28.3K | 0.02% | 618 |
|
|
2016
Q4 | $2.25M | Sell |
20,935
-213
| -1% | -$25.4K | 0.02% | 663 |
|
|
2016
Q3 | $2.68M | Sell |
21,148
-589
| -3% | -$70.7K | 0.02% | 555 |
|
|
2016
Q2 | $2.33M | Buy |
+21,737
| New | +$2.33M | 0.02% | 592 |
|
Other funds holding SPGI
VCM
VPM
Commonwealth Equity Services's SPGI Position: Q1 2026 in Review
Commonwealth Equity Services reduced its S&P Global (SPGI) stake by 6.9% in Q1 2026, selling an estimated $1.43M and leaving 41,698 shares worth $17.7M. The position accounts for 0.02% of the portfolio, ranked #615.
Commonwealth Equity Services first reported a position in SPGI in Q2 2016 and has held it in 40 quarters since. The position peaked at $154M in Q3 2022. 2,107 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.
- Commonwealth Equity Services held 41,698 shares of S&P Global worth $17.7M as of Q1 2026.
- Commonwealth Equity Services sold 3,082 S&P Global shares in Q1 2026, an estimated $1.43M.
- S&P Global made up 0.02% of Commonwealth Equity Services's portfolio in Q1 2026, its #615 holding.
- Commonwealth Equity Services first reported a position in S&P Global in Q2 2016 and has held it in 40 quarters since.
- Commonwealth Equity Services's S&P Global position peaked at $154M in Q3 2022.
- 2,107 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.
Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.