Greenwood Capital Associates’s S&P Global SPGI Stock Holding History

Greenwood Capital Associates’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	$835K	Sell	2,051 -9,650	-82%	-$4.08M	0.08%	174
2026 Q1	$4.98M	Buy	11,701 +9,897	+549%	+$4.59M	0.55%	63
2025 Q4	$943K	Buy	1,804 +2	+0.1%	+$990	0.1%	150
2025 Q3	$877K	Sell	1,802 -9	-0.5%	-$4.82K	0.1%	148
2025 Q2	$955K	Sell	1,811 -100	-5%	-$49.9K	0.12%	141
2025 Q1	$971K	Hold	1,911	–	–	0.13%	131
2024 Q4	$952K	Sell	1,911 -21,600	-92%	-$11M	0.12%	142
2024 Q3	$12.1M	Sell	23,511 -1,050	-4%	-$520K	1.58%	12
2024 Q2	$11M	Buy	+24,561	New	+$10.5M	1.44%	12
2023 Q1	–	Sell	-13,262	Closed	-$4.44M	–	255
2022 Q4	$4.44M	Buy	13,262 +17	+0.1%	+$5.6K	0.73%	49
2022 Q3	$4.04M	Sell	13,245 -39	-0.3%	-$14K	0.69%	47
2022 Q2	$4.48M	Buy	13,284 +84	+0.6%	+$29.9K	0.72%	48
2022 Q1	$5.41M	Hold	13,200	–	–	1.42%	23
2021 Q4	$6.23M	Sell	13,200 -17	-0.1%	-$7.78K	0.88%	44
2021 Q3	$5.62M	Hold	13,217	–	–	0.86%	45
2021 Q2	$5.42M	Hold	13,217	–	–	0.82%	47
2021 Q1	$4.66M	Sell	13,217 -39	-0.3%	-$13K	0.73%	46
2020 Q4	$4.36M	Sell	13,256 -5,000	-27%	-$1.69M	0.73%	47
2020 Q3	$6.58M	Buy	+18,256	New	+$6.44M	1.28%	28

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Greenwood Capital Associates's SPGI Position: Q2 2026 in Review

Greenwood Capital Associates reduced its S&P Global (SPGI) stake by 82% in Q2 2026, selling an estimated $4.08M and leaving 2,051 shares worth $835K. The position accounts for 0.08% of the portfolio, ranked #174.

Greenwood Capital Associates first reported a position in SPGI in Q3 2020 and has held it in 19 quarters since. The position peaked at $12.1M in Q3 2024. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Greenwood Capital Associates held 2,051 shares of S&P Global worth $835K as of Q2 2026.
Greenwood Capital Associates sold 9,650 S&P Global shares in Q2 2026, an estimated $4.08M.
S&P Global made up 0.08% of Greenwood Capital Associates's portfolio in Q2 2026, its #174 holding.
Greenwood Capital Associates first reported a position in S&P Global in Q3 2020 and has held it in 19 quarters since.
Greenwood Capital Associates's S&P Global position peaked at $12.1M in Q3 2024.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Greenwood Capital Associates's 13F filing for Q2 2026, filed 28 Jul 2026.