GC
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Guggenheim Capital’s S&P Global SPGI Stock Holding History

Guggenheim Capital’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 		$2.35M Sell
5,530
-935
-14% -$434K 0.02% 652
2025
Q4 		$3.38M Sell
6,465
-3,692
-36% -$1.83M 0.02% 535
2025
Q3 		$4.94M Sell
10,157
-113
-1% -$60.5K 0.04% 445
2025
Q2 		$5.42M Sell
10,270
-7,531
-42% -$3.76M 0.04% 395
2025
Q1 		$9.04M Sell
17,801
-5,926
-25% -$3.03M 0.08% 262
2024
Q4 		$11.8M Sell
23,727
-4,581
-16% -$2.32M 0.1% 216
2024
Q3 		$14.6M Sell
28,308
-1,647
-5% -$815K 0.1% 203
2024
Q2 		$13.4M Sell
29,955
-6,730
-18% -$2.89M 0.09% 225
2024
Q1 		$15.6M Buy
36,685
+2,984
+9% +$1.29M 0.11% 181
2023
Q4 		$14.8M Buy
33,701
+10,087
+43% +$3.98M 0.11% 189
2023
Q3 		$8.63M Sell
23,614
-165
-0.7% -$64.9K 0.07% 321
2023
Q2 		$9.53M Buy
23,779
+6,430
+37% +$2.35M 0.07% 313
2023
Q1 		$5.98M Buy
17,349
+5,481
+46% +$1.93M 0.05% 457
2022
Q4 		$3.98M Buy
11,868
+2,674
+29% +$881K 0.03% 610
2022
Q3 		$2.81M Sell
9,194
-51,984
-85% -$18.6M 0.03% 714
2022
Q2 		$20.6M Buy
61,178
+27,609
+82% +$9.84M 0.16% 141
2022
Q1 		$13.8M Sell
33,569
-3,109
-8% -$1.27M 0.08% 287
2021
Q4 		$17.3M Sell
36,678
-13,937
-28% -$6.38M 0.09% 244
2021
Q3 		$21.5M Sell
50,615
-542
-1% -$235K 0.13% 163
2021
Q2 		$21M Sell
51,157
-22,228
-30% -$8.54M 0.12% 176
2021
Q1 		$25.9M Sell
73,385
-12,933
-15% -$4.3M 0.17% 113
2020
Q4 		$28.4M Sell
86,318
-13,821
-14% -$4.66M 0.18% 95
2020
Q3 		$36.1M Sell
100,139
-417
-0.4% -$147K 0.26% 65
2020
Q2 		$33.1M Buy
100,556
+3,553
+4% +$1.07M 0.26% 68
2020
Q1 		$23.8M Sell
97,003
-25,497
-21% -$6.99M 0.24% 80
2019
Q4 		$33.4M Buy
122,500
+8,922
+8% +$2.32M 0.25% 71
2019
Q3 		$27.8M Buy
113,578
+21,102
+23% +$5.27M 0.22% 89
2019
Q2 		$21.1M Buy
92,476
+5,779
+7% +$1.26M 0.17% 119
2019
Q1 		$18.3M Buy
86,697
+395
+0.5% +$76.5K 0.15% 129
2018
Q4 		$14.7M Sell
86,302
-38,389
-31% -$6.88M 0.12% 161
2018
Q3 		$24.4M Sell
124,691
-7,142
-5% -$1.47M 0.16% 107
2018
Q2 		$26.9M Sell
131,833
-271,905
-67% -$53.7M 0.18% 83
2018
Q1 		$77.1M Sell
403,738
-32,604
-7% -$6.02M 0.19% 100
2017
Q4 		$73.9M Sell
436,342
-5,076
-1% -$829K 0.18% 131
2017
Q3 		$69M Sell
441,418
-5,222
-1% -$794K 0.16% 118
2017
Q2 		$65.2M Sell
446,640
-22,917
-5% -$3.18M 0.17% 139
2017
Q1 		$61.4M Buy
469,557
+3,238
+0.7% +$403K 0.17% 159
2016
Q4 		$50.1M Buy
466,319
+31,821
+7% +$3.8M 0.14% 219
2016
Q3 		$55M Sell
434,498
-37,336
-8% -$4.48M 0.17% 130
2016
Q2 		$50.6M Buy
+471,834
New +$50.6M 0.16% 160

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

Guggenheim Capital's SPGI Position: Q1 2026 in Review

Guggenheim Capital reduced its S&P Global (SPGI) stake by 14% in Q1 2026, selling an estimated $434K and leaving 5,530 shares worth $2.35M. The position accounts for 0.02% of the portfolio, ranked #652.

Guggenheim Capital first reported a position in SPGI in Q2 2016 and has held it in 40 quarters since. The position peaked at $77.1M in Q1 2018. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Guggenheim Capital held 5,530 shares of S&P Global worth $2.35M as of Q1 2026.
  • Guggenheim Capital sold 935 S&P Global shares in Q1 2026, an estimated $434K.
  • S&P Global made up 0.02% of Guggenheim Capital's portfolio in Q1 2026, its #652 holding.
  • Guggenheim Capital first reported a position in S&P Global in Q2 2016 and has held it in 40 quarters since.
  • Guggenheim Capital's S&P Global position peaked at $77.1M in Q1 2018.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Guggenheim Capital's 13F filing for Q1 2026, filed 15 May 2026.