E Fund Management’s S&P Global SPGI Stock Holding History

E Fund Management’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	$850K	Buy	2,087 +921	+79%	+$389K	0.02%	206
2026 Q1	$496K	Buy	+1,166	New	+$541K	0.01%	295
2025 Q2	$850K	Sell	1,612 -1,297	-45%	-$647K	0.04%	184
2025 Q1	$1.48M	Buy	2,909 +1,088	+60%	+$556K	0.07%	135
2024 Q4	$907K	Sell	1,821 -170	-9%	-$86.3K	0.05%	157
2024 Q3	$1.03M	Buy	1,991 +236	+13%	+$117K	0.05%	143
2024 Q2	$783K	Buy	1,755 +1,269	+261%	+$544K	0.04%	141
2024 Q1	$207K	Buy	+486	New	+$211K	0.01%	340
2023 Q3	–	Sell	-548	Closed	-$220K	–	317
2023 Q2	$220K	Sell	548 -66	-11%	-$24.1K	0.02%	269
2023 Q1	$212K	Sell	614 -31	-5%	-$10.9K	0.02%	288
2022 Q4	$216K	Sell	645 -42	-6%	-$13.8K	0.02%	291
2022 Q3	$210K	Sell	687 -4	-0.6%	-$1.43K	0.02%	299
2022 Q2	$233K	Hold	691	–	–	0.02%	270
2022 Q1	$283K	Buy	691 +162	+31%	+$66K	0.01%	219
2021 Q4	$250K	Hold	529	–	–	0.01%	230
2021 Q3	$225K	Buy	+529	New	+$229K	0.01%	216

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

E Fund Management's SPGI Position: Q2 2026 in Review

E Fund Management increased its S&P Global (SPGI) stake by 79% in Q2 2026, buying an estimated $389K and bringing the position to 2,087 shares worth $850K. The position accounts for 0.02% of the portfolio, ranked #206.

E Fund Management first reported a position in SPGI in Q3 2021 and has held it in 16 quarters since. The position peaked at $1.48M in Q1 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

E Fund Management held 2,087 shares of S&P Global worth $850K as of Q2 2026.
E Fund Management bought 921 S&P Global shares in Q2 2026, an estimated $389K.
S&P Global made up 0.02% of E Fund Management's portfolio in Q2 2026, its #206 holding.
E Fund Management first reported a position in S&P Global in Q3 2021 and has held it in 16 quarters since.
E Fund Management's S&P Global position peaked at $1.48M in Q1 2025.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on E Fund Management's 13F filing for Q2 2026, filed 11 Aug 2026.