CG
SPGI icon

Cutler Group’s S&P Global SPGI Stock Holding History

Cutler Group’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
2023
Q4 		– Sell
-2,500
Closed -$4K – 4301
2023
Q3 		$4K Hold
2,500
– – ﹤0.01% 3007
2023
Q2 		$4K Sell
2,500
-100
-4% -$36.5K ﹤0.01% 2757
2023
Q1 		$30K Sell
2,600
-1,000
-28% -$352K ﹤0.01% 1687
2022
Q4 		$7K Hold
3,600
– – ﹤0.01% 2970
2022
Q3 		$79K Sell
3,600
-7,500
-68% -$2.68M 0.01% 1553
2022
Q2 		$366K Buy
11,100
+400
+4% +$143K 0.03% 674
2022
Q1 		$120K Buy
10,700
+9,800
+1,089% +$3.99M 0.01% 1571
2021
Q4 		$6K Sell
900
-1,800
-67% -$823K ﹤0.01% 4098
2021
Q3 		$18K Buy
2,700
+1,800
+200% +$780K ﹤0.01% 3457
2021
Q2 		$14K Buy
+900
New +$346K ﹤0.01% 3628
2020
Q4 		– Sell
-12,500
Closed -$23K – 5448
2020
Q3 		$23K Sell
12,500
-5,100
-29% -$1.8M ﹤0.01% 2362
2020
Q2 		$117K Buy
17,600
+8,800
+100% +$2.65M 0.01% 1203
2020
Q1 		$148K Sell
8,800
-24,500
-74% -$6.72M 0.01% 1132
2019
Q4 		$1K Buy
33,300
+21,600
+185% +$5.61M ﹤0.01% 3764
2019
Q3 		$126K Buy
11,700
+5,200
+80% +$1.3M 0.01% 948
2019
Q2 		$10K Sell
6,500
-14,000
-68% -$3.06M ﹤0.01% 2686
2019
Q1 		$13K Buy
20,500
+12,500
+156% +$2.42M ﹤0.01% 2338
2018
Q4 		$25K Sell
8,000
-5,500
-41% -$985K ﹤0.01% 1957
2018
Q3 		$96K Buy
13,500
+5,900
+78% +$1.22M 0.01% 1222
2018
Q2 		$14K Sell
7,600
-5,600
-42% -$1.11M ﹤0.01% 2443
2018
Q1 		$51K Buy
13,200
+6,400
+94% +$1.18M ﹤0.01% 1655
2017
Q4 		$41K Sell
6,800
-5,100
-43% -$833K ﹤0.01% 2022
2017
Q3 		$13K Buy
+11,900
New +$1.81M ﹤0.01% 3561
2017
Q1 		– Sell
-400
Closed -$1K – 7153
2016
Q4 		$1K Sell
400
-14,900
-97% -$1.78M ﹤0.01% 6135
2016
Q3 		$7K Buy
15,300
+10,300
+206% +$1.24M ﹤0.01% 4638
2016
Q2 		$16K Buy
+5,000
New +$537K ﹤0.01% 3613

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cutler Group's SPGI Position: Q2 2023 in Review

Cutler Group sold out of S&P Global (SPGI) in Q2 2023, closing a stake of 300 shares — an estimated $110K sold.

Cutler Group first reported a position in SPGI in Q2 2016 and held it in 18 quarters. The position peaked at $4.71M in Q3 2021. 1,621 funds tracked by Wall St. Rank hold SPGI as of Q2 2023.

  • Cutler Group reported no remaining S&P Global position as of Q2 2023 after selling out during the quarter.
  • Cutler Group sold 300 S&P Global shares in Q2 2023, an estimated $110K.
  • Cutler Group first reported a position in S&P Global in Q2 2016 and held it in 18 quarters.
  • Cutler Group's S&P Global position peaked at $4.71M in Q3 2021.
  • 1,621 funds tracked by Wall St. Rank held S&P Global as of Q2 2023.

Based on Cutler Group's 13F filing for Q2 2023, filed 18 Jul 2023.