CA
SPGI icon

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

Crewe 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 		$222K Buy
545
+81
+17% +$34.2K 0.02% 221
2026
Q1 		$197K Buy
464
+29
+7% +$13.5K 0.02% 211
2025
Q4 		$227K Buy
435
+113
+35% +$55.9K 0.02% 197
2025
Q3 		$157K Sell
322
-11
-3% -$5.89K 0.02% 238
2025
Q2 		$176K Buy
333
+3
+0.9% +$1.5K 0.02% 166
2025
Q1 		$168K Sell
330
-348
-51% -$178K 0.02% 154
2024
Q4 		$338K Buy
+678
New +$344K 0.05% 107
2024
Q3 		– Sell
-970
Closed -$433K – 962
2024
Q2 		$433K Buy
970
+61
+7% +$26.2K 0.05% 116
2024
Q1 		$387K Buy
+909
New +$394K 0.05% 120
2023
Q3 		– Sell
-627
Closed -$251K – 869
2023
Q2 		$251K Buy
627
+204
+48% +$74.5K 0.04% 122
2023
Q1 		$146K Sell
423
-1
-0.2% -$352 0.02% 189
2022
Q4 		$142K Sell
424
-274
-39% -$90.3K 0.02% 188
2022
Q3 		$213K Buy
698
+174
+33% +$62.3K 0.04% 135
2022
Q2 		$177K Buy
524
+490
+1,441% +$175K 0.04% 148
2022
Q1 		$14K Hold
34
– – ﹤0.01% 335
2021
Q4 		$16K Sell
34
-19
-36% -$8.69K ﹤0.01% 284
2021
Q3 		$23K Hold
53
– – 0.01% 205
2021
Q2 		$22K Sell
53
-10
-16% -$3.84K 0.01% 213
2021
Q1 		$22K Buy
63
+3
+5% +$998 0.01% 216
2020
Q4 		$20K Buy
60
+13
+28% +$4.38K 0.01% 204
2020
Q3 		$17K Buy
47
+31
+194% +$10.9K 0.01% 196
2020
Q2 		$5K Buy
+16
New +$4.81K ﹤0.01% 182
2019
Q4 		– Sell
-300
Closed -$73K – 275
2019
Q3 		$73K Sell
300
-1,231
-80% -$308K 0.03% 95
2019
Q2 		$349K Buy
1,531
+1,203
+367% +$263K 0.11% 54
2019
Q1 		$69K Buy
+328
New +$63.5K 0.02% 108

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

Crewe Advisors's SPGI Position: Q2 2026 in Review

Crewe Advisors increased its S&P Global (SPGI) stake by 17% in Q2 2026, buying an estimated $34.2K and bringing the position to 545 shares worth $222K. The position accounts for 0.02% of the portfolio, ranked #221.

Crewe Advisors first reported a position in SPGI in Q1 2019 and has held it in 25 quarters since. The position peaked at $433K in Q2 2024. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Crewe Advisors held 545 shares of S&P Global worth $222K as of Q2 2026.
  • Crewe Advisors bought 81 S&P Global shares in Q2 2026, an estimated $34.2K.
  • S&P Global made up 0.02% of Crewe Advisors's portfolio in Q2 2026, its #221 holding.
  • Crewe Advisors first reported a position in S&P Global in Q1 2019 and has held it in 25 quarters since.
  • Crewe Advisors's S&P Global position peaked at $433K in Q2 2024.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.