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Equitable Trust’s S&P Global SPGI Stock Holding History

Equitable Trust’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
Q1 		$8.89M Sell
20,906
-1,303
-6% -$605K 0.41% 54
2025
Q4 		$11.6M Sell
22,209
-4
-0% -$1.98K 0.52% 40
2025
Q3 		$10.8M Sell
22,213
-746
-3% -$399K 0.5% 41
2025
Q2 		$12.1M Buy
22,959
+1,752
+8% +$874K 0.6% 41
2025
Q1 		$10.8M Buy
21,207
+118
+0.6% +$60.3K 0.6% 38
2024
Q4 		$10.5M Sell
21,089
-3,868
-15% -$1.96M 0.59% 36
2024
Q3 		$12.9M Sell
24,957
-24,334
-49% -$12M 0.83% 25
2024
Q2 		$22M Sell
49,291
-4,538
-8% -$1.95M 1.51% 12
2024
Q1 		$22.9M Sell
53,829
-17,468
-25% -$7.57M 1.59% 14
2023
Q4 		$31.4M Sell
71,297
-815
-1% -$322K 2.36% 7
2023
Q3 		$26.4M Buy
72,112
+11,384
+19% +$4.48M 2.18% 10
2023
Q2 		$24.3M Sell
60,728
-475
-0.8% -$174K 1.86% 10
2023
Q1 		$21.1M Sell
61,203
-6,601
-10% -$2.32M 1.66% 12
2022
Q4 		$22.7M Sell
67,804
-1,335
-2% -$440K 1.79% 13
2022
Q3 		$21.1M Buy
69,139
+903
+1% +$323K 1.76% 14
2022
Q2 		$23M Buy
68,236
+8,774
+15% +$3.13M 1.71% 14
2022
Q1 		$24.4M Buy
59,462
+55,362
+1,350% +$22.5M 1.57% 16
2021
Q4 		$1.93M Sell
4,100
-318
-7% -$145K 0.12% 143
2021
Q3 		$1.88M Hold
4,418
– – 0.12% 139
2021
Q2 		$1.81M Sell
4,418
-103
-2% -$39.6K 0.12% 140
2021
Q1 		$1.59M Sell
4,521
-276
-6% -$91.9K 0.12% 143
2020
Q4 		$1.58M Sell
4,797
-314
-6% -$106K 0.12% 143
2020
Q3 		$1.84M Sell
5,111
-93
-2% -$32.8K 0.16% 123
2020
Q2 		$1.72M Sell
5,204
-124
-2% -$37.3K 0.16% 119
2020
Q1 		$1.3M Sell
5,328
-417
-7% -$114K 0.14% 129
2019
Q4 		$1.57M Sell
5,745
-4,352
-43% -$1.13M 0.15% 118
2019
Q3 		$2.47M Sell
10,097
-6,403
-39% -$1.6M 0.26% 96
2019
Q2 		$3.76M Sell
16,500
-37
-0.2% -$8.08K 0.4% 76
2019
Q1 		$3.48M Sell
16,537
-1,096
-6% -$212K 0.4% 74
2018
Q4 		$3M Buy
+17,633
New +$3.16M 0.4% 75

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Equitable Trust's SPGI Position: Q1 2026 in Review

Equitable Trust reduced its S&P Global (SPGI) stake by 5.9% in Q1 2026, selling an estimated $605K and leaving 20,906 shares worth $8.89M. The position accounts for 0.41% of the portfolio, ranked #54.

Equitable Trust first reported a position in SPGI in Q4 2018 and has held it in 30 quarters since. The position peaked at $31.4M in Q4 2023. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Equitable Trust held 20,906 shares of S&P Global worth $8.89M as of Q1 2026.
  • Equitable Trust sold 1,303 S&P Global shares in Q1 2026, an estimated $605K.
  • S&P Global made up 0.41% of Equitable Trust's portfolio in Q1 2026, its #54 holding.
  • Equitable Trust first reported a position in S&P Global in Q4 2018 and has held it in 30 quarters since.
  • Equitable Trust's S&P Global position peaked at $31.4M in Q4 2023.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Equitable Trust's 13F filing for Q1 2026, filed 30 Apr 2026.