Empirical Finance’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.29M | Buy |
10,524
+353
| +3% | +$149K | 0.18% | 108 |
|
|
2026
Q1 | $4.33M | Sell |
10,171
-26
| -0.3% | -$12.1K | 0.2% | 98 |
|
|
2025
Q4 | $5.33M | Sell |
10,197
-442
| -4% | -$219K | 0.25% | 74 |
|
|
2025
Q3 | $5.18M | Buy |
10,639
+108
| +1% | +$57.8K | 0.25% | 82 |
|
|
2025
Q2 | $5.55M | Buy |
10,531
+73
| +0.7% | +$36.4K | 0.29% | 66 |
|
|
2025
Q1 | $5.31M | Buy |
10,458
+154
| +1% | +$78.7K | 0.32% | 63 |
|
|
2024
Q4 | $5.13M | Sell |
10,304
-113
| -1% | -$57.3K | 0.3% | 63 |
|
|
2024
Q3 | $5.38M | Buy |
10,417
+263
| +3% | +$130K | 0.31% | 66 |
|
|
2024
Q2 | $4.53M | Sell |
10,154
-672
| -6% | -$288K | 0.28% | 74 |
|
|
2024
Q1 | $4.61M | Buy |
10,826
+391
| +4% | +$169K | 0.28% | 74 |
|
|
2023
Q4 | $4.6M | Buy |
10,435
+71
| +0.7% | +$28K | 0.32% | 67 |
|
|
2023
Q3 | $3.79M | Buy |
10,364
+1,122
| +12% | +$441K | 0.28% | 71 |
|
|
2023
Q2 | $3.71M | Buy |
9,242
+1,166
| +14% | +$426K | 0.29% | 71 |
|
|
2023
Q1 | $2.78M | Buy |
8,076
+446
| +6% | +$157K | 0.26% | 84 |
|
|
2022
Q4 | $2.56M | Buy |
7,630
+723
| +10% | +$238K | 0.26% | 82 |
|
|
2022
Q3 | $2.11M | Buy |
6,907
+1,383
| +25% | +$495K | 0.25% | 80 |
|
|
2022
Q2 | $1.86M | Buy |
5,524
+395
| +8% | +$141K | 0.24% | 76 |
|
|
2022
Q1 | $2.1M | Buy |
5,129
+974
| +23% | +$397K | 0.24% | 80 |
|
|
2021
Q4 | $1.96M | Buy |
4,155
+1,098
| +36% | +$502K | 0.23% | 78 |
|
|
2021
Q3 | $1.3M | Buy |
3,057
+173
| +6% | +$75K | 0.2% | 108 |
|
|
2021
Q2 | $1.18M | Buy |
2,884
+406
| +16% | +$156K | 0.19% | 111 |
|
|
2021
Q1 | $815K | Hold |
2,478
| – | – | 0.14% | 156 |
|
|
2020
Q4 | $815K | Buy |
2,478
+429
| +21% | +$145K | 0.14% | 156 |
|
|
2020
Q3 | $739K | Buy |
2,049
+412
| +25% | +$145K | 0.16% | 143 |
|
|
2020
Q2 | $539K | Buy |
1,637
+194
| +13% | +$58.3K | 0.14% | 140 |
|
|
2020
Q1 | $354K | Buy |
1,443
+514
| +55% | +$141K | 0.11% | 144 |
|
|
2019
Q4 | $254K | Buy |
+929
| New | +$241K | 0.06% | 180 |
|
|
2018
Q4 | – | Sell |
-1,624
| Closed | -$317K | – | 174 |
|
|
2018
Q3 | $317K | Buy |
1,624
+56
| +4% | +$11.6K | 0.08% | 121 |
|
|
2018
Q2 | $320K | Buy |
+1,568
| New | +$310K | 0.08% | 103 |
|
|
2017
Q4 | – | Sell |
-1,400
| Closed | -$219K | – | 142 |
|
|
2017
Q3 | $219K | Buy |
+1,400
| New | +$213K | 0.08% | 127 |
|
|
2017
Q1 | – | Sell |
-229
| Closed | -$25K | – | 503 |
|
|
2016
Q4 | $25K | Buy |
+229
| New | +$27.4K | 0.02% | 174 |
|
Other funds holding SPGI
Empirical Finance's SPGI Position: Q2 2026 in Review
Empirical Finance increased its S&P Global (SPGI) stake by 3.5% in Q2 2026, buying an estimated $149K and bringing the position to 10,524 shares worth $4.29M. The position accounts for 0.18% of the portfolio, ranked #108.
Empirical Finance first reported a position in SPGI in Q4 2016 and has held it in 31 quarters since. The position peaked at $5.55M in Q2 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.
- Empirical Finance held 10,524 shares of S&P Global worth $4.29M as of Q2 2026.
- Empirical Finance bought 353 S&P Global shares in Q2 2026, an estimated $149K.
- S&P Global made up 0.18% of Empirical Finance's portfolio in Q2 2026, its #108 holding.
- Empirical Finance first reported a position in S&P Global in Q4 2016 and has held it in 31 quarters since.
- Empirical Finance's S&P Global position peaked at $5.55M in Q2 2025.
- 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.
Based on Empirical Finance's 13F filing for Q2 2026, filed 14 Aug 2026.