EAM
SPGI icon

Empirical Asset Management’s S&P Global SPGI Stock Holding History

Empirical Asset 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 		– Sell
-1,065
Closed -$453K – 491
2026
Q1 		$453K Buy
+1,065
New +$494K 0.12% 229
2025
Q1 		– Sell
-6,755
Closed -$235K – 441
2024
Q4 		$235K Buy
+6,755
New +$3.43M 0.08% 275
2024
Q3 		– Sell
-4,374
Closed -$470K – 354
2024
Q2 		$470K Buy
4,374
+2,826
+183% +$1.21M 0.18% 170
2024
Q1 		$659K Buy
+1,548
New +$671K 0.32% 84
2023
Q4 		– Sell
-808
Closed -$295K – 204
2023
Q3 		$295K Buy
+808
New +$318K 0.26% 123
2023
Q2 		– Sell
-1,622
Closed -$559K – 181
2023
Q1 		$559K Buy
1,622
+114
+8% +$40.1K 0.54% 66
2022
Q4 		$486K Sell
1,508
-243
-14% -$80.1K 0.51% 80
2022
Q3 		$535K Buy
1,751
+650
+59% +$233K 0.58% 61
2022
Q2 		$371K Buy
1,101
+131
+14% +$46.7K 0.39% 97
2022
Q1 		$398K Buy
970
+425
+78% +$173K 0.38% 96
2021
Q4 		$257K Buy
+545
New +$249K 0.25% 128

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 $3.38T AUM 44.17% 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

Empirical Asset Management's SPGI Position: Q2 2026 in Review

Empirical Asset Management sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 1,065 shares — an estimated $453K sold.

Empirical Asset Management first reported a position in SPGI in Q4 2021 and held it in 11 quarters. The position peaked at $659K in Q1 2024. 2,027 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Empirical Asset Management reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • Empirical Asset Management sold 1,065 S&P Global shares in Q2 2026, an estimated $453K.
  • Empirical Asset Management first reported a position in S&P Global in Q4 2021 and held it in 11 quarters.
  • Empirical Asset Management's S&P Global position peaked at $659K in Q1 2024.
  • 2,027 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.