DT Investment Partners’s S&P Global SPGI Stock Holding History

DT Investment Partners’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	$28.9K	Sell	71 -58	-45%	-$24.5K	﹤0.01%	298
2026 Q1	$54.9K	Hold	129	–	–	﹤0.01%	241
2025 Q4	$67.4K	Hold	129	–	–	0.01%	234
2025 Q3	$62.8K	Hold	129	–	–	0.01%	219
2025 Q2	$68K	Hold	129	–	–	0.01%	212
2025 Q1	$65.5K	Hold	129	–	–	0.01%	209
2024 Q4	$64.2K	Hold	129	–	–	0.01%	217
2024 Q3	$66.6K	Buy	129 +22	+21%	+$10.9K	0.01%	223
2024 Q2	$47.7K	Hold	107	–	–	﹤0.01%	243
2024 Q1	$45.5K	Hold	107	–	–	﹤0.01%	233
2023 Q4	$48.6K	Buy	107 +71	+197%	+$28K	0.01%	224
2023 Q3	$13.2K	Hold	36	–	–	﹤0.01%	294
2023 Q2	$14.3K	Hold	36	–	–	﹤0.01%	294
2023 Q1	$13.1K	Hold	36	–	–	﹤0.01%	298
2022 Q4	$12.1K	Hold	36	–	–	﹤0.01%	311
2022 Q3	$11K	Buy	+36	New	+$12.9K	﹤0.01%	297

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

DT Investment Partners's SPGI Position: Q2 2026 in Review

DT Investment Partners reduced its S&P Global (SPGI) stake by 45% in Q2 2026, selling an estimated $24.5K and leaving 71 shares worth $28.9K. The position accounts for ﹤0.01% of the portfolio, ranked #298.

DT Investment Partners first reported a position in SPGI in Q3 2022 and has held it in 16 quarters since. The position peaked at $68K in Q2 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

DT Investment Partners held 71 shares of S&P Global worth $28.9K as of Q2 2026.
DT Investment Partners sold 58 S&P Global shares in Q2 2026, an estimated $24.5K.
S&P Global made up ﹤0.01% of DT Investment Partners's portfolio in Q2 2026, its #298 holding.
DT Investment Partners first reported a position in S&P Global in Q3 2022 and has held it in 16 quarters since.
DT Investment Partners's S&P Global position peaked at $68K in Q2 2025.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on DT Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.