FDx Advisors’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
Q1 | $209K | Buy |
+491
| New | +$228K | 0.07% | 177 |
|
|
2025
Q4 | – | Sell |
-512
| Closed | -$249K | – | 160 |
|
|
2025
Q3 | $249K | Sell |
512
-319
| -38% | -$171K | 0.07% | 154 |
|
|
2025
Q2 | $438K | Sell |
831
-7
| -0.8% | -$3.49K | 0.13% | 102 |
|
|
2025
Q1 | $426K | Sell |
838
-38
| -4% | -$19.4K | 0.14% | 97 |
|
|
2024
Q4 | $436K | Sell |
876
-12
| -1% | -$6.09K | 0.13% | 103 |
|
|
2024
Q3 | $459K | Buy |
888
+33
| +4% | +$16.3K | 0.13% | 111 |
|
|
2024
Q2 | $381K | Sell |
855
-222
| -21% | -$95.2K | 0.11% | 121 |
|
|
2024
Q1 | $458K | Sell |
1,077
-1,969
| -65% | -$853K | 0.07% | 211 |
|
|
2023
Q4 | $1.34M | Sell |
3,046
-539
| -15% | -$213K | 0.1% | 198 |
|
|
2023
Q3 | $1.31M | Sell |
3,585
-3,981
| -53% | -$1.57M | 0.11% | 180 |
|
|
2023
Q2 | $3.03M | Buy |
7,566
+1,243
| +20% | +$454K | 0.17% | 144 |
|
|
2023
Q1 | $2.12M | Hold |
6,323
| – | – | 0.09% | 188 |
|
|
2022
Q4 | $2.12M | Sell |
6,323
-108
| -2% | -$35.6K | 0.09% | 188 |
|
|
2022
Q3 | $1.96M | Buy |
6,431
+1,208
| +23% | +$432K | 0.09% | 191 |
|
|
2022
Q2 | $1.76M | Buy |
5,223
+419
| +9% | +$149K | 0.07% | 226 |
|
|
2022
Q1 | $1.97M | Buy |
4,804
+1,396
| +41% | +$569K | 0.07% | 213 |
|
|
2021
Q4 | $1.61M | Buy |
3,408
+546
| +19% | +$250K | 0.04% | 264 |
|
|
2021
Q3 | $1.22M | Buy |
2,862
+271
| +10% | +$117K | 0.04% | 304 |
|
|
2021
Q2 | $1.06M | Buy |
2,591
+243
| +10% | +$93.4K | 0.04% | 321 |
|
|
2021
Q1 | $829K | Sell |
2,348
-174
| -7% | -$57.9K | 0.03% | 343 |
|
|
2020
Q4 | $829K | Sell |
2,522
-67
| -3% | -$22.6K | 0.03% | 310 |
|
|
2020
Q3 | $934K | Buy |
2,589
+22
| +0.9% | +$7.76K | 0.04% | 248 |
|
|
2020
Q2 | $846K | Sell |
2,567
-63
| -2% | -$18.9K | 0.04% | 257 |
|
|
2020
Q1 | $644K | Buy |
2,630
+976
| +59% | +$268K | 0.04% | 259 |
|
|
2019
Q4 | $452K | Buy |
1,654
+397
| +32% | +$103K | 0.03% | 380 |
|
|
2019
Q3 | $308K | Sell |
1,257
-80
| -6% | -$20K | 0.02% | 472 |
|
|
2019
Q2 | $305K | Buy |
1,337
+149
| +13% | +$32.5K | 0.01% | 627 |
|
|
2019
Q1 | $250K | Buy |
+1,188
| New | +$230K | 0.01% | 660 |
|
|
2018
Q4 | – | Sell |
-1,671
| Closed | -$326K | – | 780 |
|
|
2018
Q3 | $326K | Buy |
1,671
+196
| +13% | +$40.5K | 0.01% | 664 |
|
|
2018
Q2 | $301K | Sell |
1,475
-684
| -32% | -$135K | 0.01% | 722 |
|
|
2018
Q1 | $413K | Buy |
2,159
+143
| +7% | +$26.4K | 0.01% | 853 |
|
|
2017
Q4 | $342K | Buy |
2,016
+147
| +8% | +$24K | 0.01% | 962 |
|
|
2017
Q3 | $292K | Sell |
1,869
-910
| -33% | -$138K | 0.01% | 1051 |
|
|
2017
Q2 | $406K | Buy |
+2,779
| New | +$386K | 0.01% | 853 |
|
|
2016
Q4 | – | Sell |
-3,119
| Closed | -$395K | – | 1157 |
|
|
2016
Q3 | $395K | Buy |
+3,119
| New | +$375K | 0.02% | 701 |
|
Other funds holding SPGI
VCM
VPM
FDx Advisors's SPGI Position: Q1 2026 in Review
FDx Advisors opened a new position in S&P Global (SPGI) in Q1 2026: 491 shares worth $209K. The stake represents 0.07% of the portfolio and ranks #177 among its holdings. This is a return to the name: FDx Advisors previously reported a position in SPGI as recently as Q3 2025.
FDx Advisors first reported a position in SPGI in Q3 2016 and has held it in 35 quarters since. The position peaked at $3.03M in Q2 2023. 2,108 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.
- FDx Advisors held 491 shares of S&P Global worth $209K as of Q1 2026.
- S&P Global was a new FDx Advisors position in Q1 2026.
- S&P Global made up 0.07% of FDx Advisors's portfolio in Q1 2026, its #177 holding.
- FDx Advisors first reported a position in S&P Global in Q3 2016 and has held it in 35 quarters since.
- FDx Advisors's S&P Global position peaked at $3.03M in Q2 2023.
- 2,108 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.
Based on FDx Advisors's 13F filing for Q1 2026, filed 1 May 2026.