Great Lakes Retirement’s S&P Global SPGI Stock Holding History

Great Lakes Retirement’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 Q2	$1.24M	Sell	3,053 -92	-3%	-$38.9K	0.11%	148
2026 Q1	$1.34M	Sell	3,145 -127	-4%	-$59K	0.14%	141
2025 Q4	$1.71M	Sell	3,272 -1,189	-27%	-$588K	0.18%	116
2025 Q3	$2.17M	Buy	4,461 +65	+1%	+$34.8K	0.24%	95
2025 Q2	$2.32M	Buy	4,396 +2	+0%	+$998	0.27%	84
2025 Q1	$2.23M	Sell	4,394 -35	-0.8%	-$17.9K	0.29%	82
2024 Q4	$2.21M	Sell	4,429 -80	-2%	-$40.6K	0.28%	84
2024 Q3	$2.33M	Sell	4,509 -15	-0.3%	-$7.42K	0.3%	80
2024 Q2	$2.02M	Buy	4,524 +21	+0.5%	+$9.01K	0.28%	77
2024 Q1	$1.92M	Sell	4,503 -28	-0.6%	-$12.1K	0.28%	73
2023 Q4	$2M	Sell	4,531 -34	-0.7%	-$13.4K	0.33%	63
2023 Q3	$1.67M	Buy	4,565 +89	+2%	+$35K	0.3%	67
2023 Q2	$1.79M	Buy	4,476 +41	+0.9%	+$15K	0.32%	56
2023 Q1	$1.53M	Buy	+4,435	New	+$1.56M	0.29%	68

Other funds holding SPGI

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Great Lakes Retirement's SPGI Position: Q2 2026 in Review

Great Lakes Retirement reduced its S&P Global (SPGI) stake by 2.9% in Q2 2026, selling an estimated $38.9K and leaving 3,053 shares worth $1.24M. The position accounts for 0.11% of the portfolio, ranked #148.

Great Lakes Retirement first reported a position in SPGI in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.33M in Q3 2024. 820 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Great Lakes Retirement held 3,053 shares of S&P Global worth $1.24M as of Q2 2026.
Great Lakes Retirement sold 92 S&P Global shares in Q2 2026, an estimated $38.9K.
S&P Global made up 0.11% of Great Lakes Retirement's portfolio in Q2 2026, its #148 holding.
Great Lakes Retirement first reported a position in S&P Global in Q1 2023 and has held it in 14 quarters since.
Great Lakes Retirement's S&P Global position peaked at $2.33M in Q3 2024.
820 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Great Lakes Retirement's 13F filing for Q2 2026, filed 30 Jul 2026.