Eclectic Associates’s S&P Global SPGI Stock Holding History

Eclectic Associates’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	–	Sell	-651	Closed	-$277K	–	167
2026 Q1	$277K	Sell	651 -6	-0.9%	-$2.79K	0.04%	131
2025 Q4	$343K	Buy	657 +6	+0.9%	+$2.97K	0.05%	111
2025 Q3	$317K	Buy	651 +1	+0.2%	+$535	0.06%	99
2025 Q2	$343K	Sell	650 -28	-4%	-$14K	0.07%	94
2025 Q1	$344K	Sell	678 -24	-3%	-$12.3K	0.09%	94
2024 Q4	$350K	Hold	702	–	–	0.1%	96
2024 Q3	$363K	Hold	702	–	–	0.14%	78
2024 Q2	$313K	Hold	702	–	–	0.14%	72
2024 Q1	$299K	Hold	702	–	–	0.14%	74
2023 Q4	$309K	Buy	702 +49	+8%	+$19.3K	0.15%	67
2023 Q3	$239K	Buy	+653	New	+$257K	0.12%	73

Other funds holding SPGI

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Eclectic Associates's SPGI Position: Q2 2026 in Review

Eclectic Associates sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 651 shares — an estimated $277K sold.

Eclectic Associates first reported a position in SPGI in Q3 2023 and held it in 11 quarters. The position peaked at $363K in Q3 2024. 303 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Eclectic Associates reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
Eclectic Associates sold 651 S&P Global shares in Q2 2026, an estimated $277K.
Eclectic Associates first reported a position in S&P Global in Q3 2023 and held it in 11 quarters.
Eclectic Associates's S&P Global position peaked at $363K in Q3 2024.
303 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Eclectic Associates's 13F filing for Q2 2026, filed 7 Jul 2026.