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Financially in Tune’s S&P Global SPGI Stock Holding History

Financially in Tune’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 		$746K Sell
1,754
-147
-8% -$68.2K 0.64% 31
2025
Q4 		$994K Buy
+1,901
New +$941K 0.93% 28

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Financially in Tune's SPGI Position: Q1 2026 in Review

Financially in Tune reduced its S&P Global (SPGI) stake by 7.7% in Q1 2026, selling an estimated $68.2K and leaving 1,754 shares worth $746K. The position accounts for 0.64% of the portfolio, ranked #31.

Financially in Tune first reported a position in SPGI in Q4 2025 and has held it in 2 quarters since. The position peaked at $994K in Q4 2025. 2,119 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Financially in Tune held 1,754 shares of S&P Global worth $746K as of Q1 2026.
  • Financially in Tune sold 147 S&P Global shares in Q1 2026, an estimated $68.2K.
  • S&P Global made up 0.64% of Financially in Tune's portfolio in Q1 2026, its #31 holding.
  • Financially in Tune first reported a position in S&P Global in Q4 2025 and has held it in 2 quarters since.
  • Financially in Tune's S&P Global position peaked at $994K in Q4 2025.
  • 2,119 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Financially in Tune's 13F filing for Q1 2026, filed 22 Apr 2026.