GI
SPGI icon

GAMMA Investing’s S&P Global SPGI Stock Holding History

GAMMA Investing’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
Q3 		$2.75M Buy
6,973
+1,026
+17% +$434K 0.09% 168
2026
Q2 		$2.42M Buy
5,947
+895
+18% +$378K 0.09% 171
2026
Q1 		$2.15M Sell
5,052
-384
-7% -$178K 0.1% 174
2025
Q4 		$2.84M Sell
5,436
-359
-6% -$178K 0.14% 107
2025
Q3 		$2.82M Buy
5,795
+568
+11% +$304K 0.16% 98
2025
Q2 		$2.76M Buy
5,227
+1,017
+24% +$508K 0.17% 90
2025
Q1 		$2.14M Buy
4,210
+708
+20% +$362K 0.16% 112
2024
Q4 		$1.74M Buy
3,502
+469
+15% +$238K 0.15% 116
2024
Q3 		$1.57M Buy
3,033
+518
+21% +$256K 0.16% 121
2024
Q2 		$1.12M Buy
2,515
+604
+32% +$259K 0.15% 118
2024
Q1 		$813K Buy
1,911
+751
+65% +$326K 0.17% 111
2023
Q4 		$520K Buy
+1,160
New +$458K 0.14% 122

Other funds holding SPGI

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

GAMMA Investing's SPGI Position: Q3 2026 in Review

GAMMA Investing increased its S&P Global (SPGI) stake by 17% in Q3 2026, buying an estimated $434K and bringing the position to 6,973 shares worth $2.75M. The position accounts for 0.09% of the portfolio, ranked #168.

GAMMA Investing first reported a position in SPGI in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.84M in Q4 2025. 90 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • GAMMA Investing held 6,973 shares of S&P Global worth $2.75M as of Q3 2026.
  • GAMMA Investing bought 1,026 S&P Global shares in Q3 2026, an estimated $434K.
  • S&P Global made up 0.09% of GAMMA Investing's portfolio in Q3 2026, its #168 holding.
  • GAMMA Investing first reported a position in S&P Global in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's S&P Global position peaked at $2.84M in Q4 2025.
  • 90 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.