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Gladstone Institutional Advisory’s S&P Global SPGI Stock Holding History

Gladstone Institutional Advisory’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 		– Sell
-1,644
Closed -$860K – 880
2025
Q4 		$860K Sell
1,644
-1,121
-41% -$555K 0.03% 397
2025
Q3 		$1.35M Sell
2,765
-186
-6% -$99.6K 0.05% 310
2025
Q2 		$1.56M Buy
2,951
+267
+10% +$133K 0.06% 278
2025
Q1 		$1.36M Buy
2,684
+644
+32% +$329K 0.06% 281
2024
Q4 		$1.02M Buy
2,040
+450
+28% +$228K 0.05% 326
2024
Q3 		$822K Buy
1,590
+616
+63% +$305K 0.04% 350
2024
Q2 		$434K Buy
974
+125
+15% +$53.6K 0.02% 452
2024
Q1 		$361K Sell
849
-87
-9% -$37.7K 0.02% 492
2023
Q4 		$412K Buy
936
+109
+13% +$43K 0.02% 454
2023
Q3 		$302K Sell
827
-474
-36% -$186K 0.02% 492
2023
Q2 		$522K Sell
1,301
-2,905
-69% -$1.06M 0.03% 392
2023
Q1 		$1.45M Sell
4,206
-1,756
-29% -$618K 0.09% 232
2022
Q4 		$2M Sell
5,962
-230
-4% -$75.8K 0.14% 189
2022
Q3 		$1.89M Buy
6,192
+3,236
+109% +$1.16M 0.15% 175
2022
Q2 		$997K Sell
2,956
-2,770
-48% -$987K 0.08% 274
2022
Q1 		$2.35M Buy
5,726
+4,533
+380% +$1.85M 0.16% 165
2021
Q4 		$563K Buy
1,193
+241
+25% +$110K 0.04% 359
2021
Q3 		$404K Buy
+952
New +$413K 0.04% 376

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

Gladstone Institutional Advisory's SPGI Position: Q1 2026 in Review

Gladstone Institutional Advisory sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 1,644 shares — an estimated $860K sold.

Gladstone Institutional Advisory first reported a position in SPGI in Q3 2021 and held it in 18 quarters. The position peaked at $2.35M in Q1 2022. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Gladstone Institutional Advisory reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 1,644 S&P Global shares in Q1 2026, an estimated $860K.
  • Gladstone Institutional Advisory first reported a position in S&P Global in Q3 2021 and held it in 18 quarters.
  • Gladstone Institutional Advisory's S&P Global position peaked at $2.35M in Q1 2022.
  • 2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.