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SPGI icon

Covestor’s S&P Global SPGI Stock Holding History

Covestor’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 		$104K Buy
255
+15
+6% +$6.33K 0.06% 341
2026
Q1 		$102K Sell
240
-413
-63% -$192K 0.07% 284
2025
Q4 		$341K Sell
653
-59
-8% -$29.2K 0.18% 74
2025
Q3 		$347K Buy
712
+20
+3% +$10.7K 0.19% 60
2025
Q2 		$365K Buy
692
+10
+1% +$4.99K 0.22% 53
2025
Q1 		$347K Buy
682
+32
+5% +$16.4K 0.23% 39
2024
Q4 		$324K Buy
650
+193
+42% +$97.9K 0.2% 52
2024
Q3 		$236K Sell
457
-59
-11% -$29.2K 0.15% 127
2024
Q2 		$230K Buy
516
+29
+6% +$12.4K 0.15% 122
2024
Q1 		$208K Buy
487
+86
+21% +$37.3K 0.13% 152
2023
Q4 		$177K Buy
401
+58
+17% +$22.9K 0.12% 199
2023
Q3 		$126K Sell
343
-118
-26% -$46.4K 0.1% 295
2023
Q2 		$185K Buy
461
+118
+34% +$43.1K 0.14% 143
2023
Q1 		$118K Sell
343
-61
-15% -$21.5K 0.1% 294
2022
Q4 		$136K Sell
404
-17
-4% -$5.6K 0.11% 257
2022
Q3 		$129K Sell
421
-104
-20% -$37.2K 0.11% 229
2022
Q2 		$177K Buy
525
+32
+6% +$11.4K 0.14% 142
2022
Q1 		$202K Buy
493
+177
+56% +$72.1K 0.13% 150
2021
Q4 		$149K Buy
+316
New +$145K 0.21% 56

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

Covestor's SPGI Position: Q2 2026 in Review

Covestor increased its S&P Global (SPGI) stake by 6.3% in Q2 2026, buying an estimated $6.33K and bringing the position to 255 shares worth $104K. The position accounts for 0.06% of the portfolio, ranked #341.

Covestor first reported a position in SPGI in Q4 2021 and has held it in 19 quarters since. The position peaked at $365K in Q2 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Covestor held 255 shares of S&P Global worth $104K as of Q2 2026.
  • Covestor bought 15 S&P Global shares in Q2 2026, an estimated $6.33K.
  • S&P Global made up 0.06% of Covestor's portfolio in Q2 2026, its #341 holding.
  • Covestor first reported a position in S&P Global in Q4 2021 and has held it in 19 quarters since.
  • Covestor's S&P Global position peaked at $365K in Q2 2025.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.