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Empowered Funds’s S&P Global SPGI Stock Holding History

Empowered Funds’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 		$13.9M Buy
34,198
+403
+1% +$170K 0.07% 298
2026
Q1 		$14.4M Buy
33,795
+7,580
+29% +$3.52M 0.09% 238
2025
Q4 		$13.7M Buy
26,215
+751
+3% +$372K 0.23% 85
2025
Q3 		$12.4M Buy
25,464
+5,565
+28% +$2.98M 0.13% 171
2025
Q2 		$10.5M Buy
19,899
+8,075
+68% +$4.03M 0.12% 185
2025
Q1 		$6.01M Buy
11,824
+4,791
+68% +$2.45M 0.09% 322
2024
Q4 		$3.5M Buy
7,033
+1,006
+17% +$510K 0.05% 490
2024
Q3 		$3.11M Buy
6,027
+377
+7% +$187K 0.05% 510
2024
Q2 		$2.52M Buy
5,650
+326
+6% +$140K 0.04% 531
2024
Q1 		$2.27M Sell
5,324
-1,118
-17% -$485K 0.04% 568
2023
Q4 		$2.84M Buy
6,442
+586
+10% +$231K 0.07% 397
2023
Q3 		$2.14M Buy
5,856
+695
+13% +$273K 0.06% 432
2023
Q2 		$2.07M Sell
5,161
-163
-3% -$59.6K 0.07% 380
2023
Q1 		$1.84M Buy
+5,324
New +$1.87M 0.11% 217
2022
Q4 		– Sell
-3,165
Closed -$1.04M – 565
2022
Q3 		$966K Sell
3,165
-1,348
-30% -$482K 0.09% 180
2022
Q2 		$1.52M Buy
4,513
+108
+2% +$38.5K 0.2% 139
2022
Q1 		$1.81M Buy
4,405
+1,464
+50% +$596K 0.2% 134
2021
Q4 		$1.39M Buy
2,941
+1,801
+158% +$824K 0.16% 144
2021
Q3 		$484K Buy
1,140
+470
+70% +$204K 0.06% 182
2021
Q2 		$275K Buy
+670
New +$257K 0.03% 214

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 $3.37T AUM 44.26% 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

Empowered Funds's SPGI Position: Q2 2026 in Review

Empowered Funds increased its S&P Global (SPGI) stake by 1.2% in Q2 2026, buying an estimated $170K and bringing the position to 34,198 shares worth $13.9M. The position accounts for 0.07% of the portfolio, ranked #298.

Empowered Funds first reported a position in SPGI in Q2 2021 and has held it in 20 quarters since. The position peaked at $14.4M in Q1 2026. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Empowered Funds held 34,198 shares of S&P Global worth $13.9M as of Q2 2026.
  • Empowered Funds bought 403 S&P Global shares in Q2 2026, an estimated $170K.
  • S&P Global made up 0.07% of Empowered Funds's portfolio in Q2 2026, its #298 holding.
  • Empowered Funds first reported a position in S&P Global in Q2 2021 and has held it in 20 quarters since.
  • Empowered Funds's S&P Global position peaked at $14.4M in Q1 2026.
  • 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.