Greenleaf Trust’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 | $32.1M | Buy |
75,579
+1,026
| +1% | +$476K | 0.32% | 30 |
|
|
2025
Q4 | $39M | Sell |
74,553
-36
| -0% | -$17.8K | 0.36% | 26 |
|
|
2025
Q3 | $36.3M | Buy |
74,589
+676
| +0.9% | +$362K | 0.33% | 22 |
|
|
2025
Q2 | $39M | Buy |
73,913
+60
| +0.1% | +$29.9K | 0.34% | 21 |
|
|
2025
Q1 | $37.5M | Buy |
73,853
+1,403
| +2% | +$717K | 0.34% | 21 |
|
|
2024
Q4 | $36.1M | Sell |
72,450
-772
| -1% | -$392K | 0.33% | 20 |
|
|
2024
Q3 | $37.8M | Sell |
73,222
-383
| -0.5% | -$190K | 0.34% | 20 |
|
|
2024
Q2 | $32.8M | Buy |
73,605
+12,828
| +21% | +$5.5M | 0.31% | 21 |
|
|
2024
Q1 | $25.9M | Buy |
60,777
+883
| +1% | +$383K | 0.24% | 27 |
|
|
2023
Q4 | $26.4M | Buy |
59,894
+648
| +1% | +$256K | 0.28% | 24 |
|
|
2023
Q3 | $21.6M | Buy |
59,246
+1,271
| +2% | +$500K | 0.25% | 26 |
|
|
2023
Q2 | $23.2M | Buy |
57,975
+10,052
| +21% | +$3.67M | 0.25% | 24 |
|
|
2023
Q1 | $16.5M | Sell |
47,923
-71
| -0.1% | -$25K | 0.19% | 37 |
|
|
2022
Q4 | $16.1M | Sell |
47,994
-736
| -2% | -$243K | 0.2% | 33 |
|
|
2022
Q3 | $14.9M | Sell |
48,730
-452
| -0.9% | -$162K | 0.22% | 35 |
|
|
2022
Q2 | $16.6M | Sell |
49,182
-957
| -2% | -$341K | 0.25% | 29 |
|
|
2022
Q1 | $20.6M | Buy |
50,139
+4,610
| +10% | +$1.88M | 0.25% | 26 |
|
|
2021
Q4 | $21.5M | Buy |
45,529
+337
| +0.7% | +$154K | 0.25% | 27 |
|
|
2021
Q3 | $19.2M | Buy |
45,192
+1,051
| +2% | +$455K | 0.23% | 26 |
|
|
2021
Q2 | $18.1M | Buy |
44,141
+991
| +2% | +$381K | 0.22% | 31 |
|
|
2021
Q1 | $15.2M | Buy |
43,150
+1,113
| +3% | +$370K | 0.2% | 33 |
|
|
2020
Q4 | $13.8M | Buy |
42,037
+3,146
| +8% | +$1.06M | 0.18% | 37 |
|
|
2020
Q3 | $14M | Buy |
38,891
+419
| +1% | +$148K | 0.22% | 34 |
|
|
2020
Q2 | $12.7M | Buy |
38,472
+5,374
| +16% | +$1.62M | 0.22% | 32 |
|
|
2020
Q1 | $8.11M | Buy |
33,098
+2,477
| +8% | +$679K | 0.16% | 33 |
|
|
2019
Q4 | $8.36M | Buy |
30,621
+8,654
| +39% | +$2.25M | 0.13% | 39 |
|
|
2019
Q3 | $5.38M | Buy |
21,967
+19,144
| +678% | +$4.79M | 0.08% | 53 |
|
|
2019
Q2 | $643K | Buy |
2,823
+106
| +4% | +$23.2K | 0.01% | 234 |
|
|
2019
Q1 | $572K | Buy |
2,717
+402
| +17% | +$77.8K | 0.01% | 239 |
|
|
2018
Q4 | $393K | Buy |
2,315
+2
| +0.1% | +$358 | 0.01% | 298 |
|
|
2018
Q3 | $452K | Sell |
2,313
-54
| -2% | -$11.1K | 0.01% | 304 |
|
|
2018
Q2 | $483K | Buy |
2,367
+680
| +40% | +$134K | 0.01% | 279 |
|
|
2018
Q1 | $322K | Buy |
1,687
+190
| +13% | +$35.1K | 0.01% | 314 |
|
|
2017
Q4 | $254K | Buy |
1,497
+1,334
| +818% | +$218K | 0.01% | 380 |
|
|
2017
Q3 | $25K | Buy |
+163
| New | +$24.8K | ﹤0.01% | 532 |
|
Other funds holding SPGI
VCM
VPM
Greenleaf Trust's SPGI Position: Q1 2026 in Review
Greenleaf Trust increased its S&P Global (SPGI) stake by 1.4% in Q1 2026, buying an estimated $476K and bringing the position to 75,579 shares worth $32.1M. The position accounts for 0.32% of the portfolio, ranked #30.
Greenleaf Trust first reported a position in SPGI in Q3 2017 and has held it in 35 quarters since. The position peaked at $39M in Q2 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.
- Greenleaf Trust held 75,579 shares of S&P Global worth $32.1M as of Q1 2026.
- Greenleaf Trust bought 1,026 S&P Global shares in Q1 2026, an estimated $476K.
- S&P Global made up 0.32% of Greenleaf Trust's portfolio in Q1 2026, its #30 holding.
- Greenleaf Trust first reported a position in S&P Global in Q3 2017 and has held it in 35 quarters since.
- Greenleaf Trust's S&P Global position peaked at $39M in Q2 2025.
- 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.
Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.