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

CoreCap 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 		$487K Buy
1,196
+282
+31% +$119K 0.01% 549
2026
Q1 		$389K Buy
914
+258
+39% +$120K 0.01% 571
2025
Q4 		$343K Buy
656
+156
+31% +$77.2K 0.01% 618
2025
Q3 		$244K Sell
500
-1,442
-74% -$772K 0.01% 742
2025
Q2 		$1.02M Buy
1,942
+440
+29% +$220K 0.04% 345
2025
Q1 		$763K Buy
1,502
+411
+38% +$210K 0.03% 385
2024
Q4 		$544K Buy
1,091
+58
+6% +$29.4K 0.02% 452
2024
Q3 		$534K Buy
1,033
+759
+277% +$376K 0.03% 452
2024
Q2 		$122K Buy
274
+63
+30% +$27K 0.01% 459
2024
Q1 		$89.9K Sell
211
-635
-75% -$275K ﹤0.01% 877
2023
Q4 		$373K Buy
+846
New +$334K 0.02% 398
2022
Q4 		$58.9K Sell
176
-1,009
-85% -$333K ﹤0.01% 932
2022
Q3 		$362K Sell
1,185
-68
-5% -$24.3K 0.03% 384
2022
Q2 		$422K Buy
+1,253
New +$447K 0.03% 350
2022
Q1 		– Sell
-1,242
Closed -$586K – 1854
2021
Q4 		$586K Buy
+1,242
New +$568K 0.04% 331

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

CoreCap Advisors's SPGI Position: Q2 2026 in Review

CoreCap Advisors increased its S&P Global (SPGI) stake by 31% in Q2 2026, buying an estimated $119K and bringing the position to 1,196 shares worth $487K. The position accounts for 0.01% of the portfolio, ranked #549.

CoreCap Advisors first reported a position in SPGI in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.02M in Q2 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • CoreCap Advisors held 1,196 shares of S&P Global worth $487K as of Q2 2026.
  • CoreCap Advisors bought 282 S&P Global shares in Q2 2026, an estimated $119K.
  • S&P Global made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #549 holding.
  • CoreCap Advisors first reported a position in S&P Global in Q4 2021 and has held it in 15 quarters since.
  • CoreCap Advisors's S&P Global position peaked at $1.02M in Q2 2025.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.