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HFM Investment Advisors’s S&P Global SPGI Stock Holding History

HFM Investment Advisors’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 		$8.55K Buy
21
+5
+31% +$2.11K ﹤0.01% 129
2026
Q1 		$6.8K Hold
16
– – ﹤0.01% 140
2025
Q4 		$8.36K Hold
16
– – ﹤0.01% 135
2025
Q3 		$7.79K Hold
16
– – ﹤0.01% 98
2025
Q2 		$8.44K Buy
16
+1
+7% +$499 ﹤0.01% 89
2025
Q1 		$7.62K Buy
+15
New +$7.66K ﹤0.01% 88

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

HFM Investment Advisors's SPGI Position: Q2 2026 in Review

HFM Investment Advisors increased its S&P Global (SPGI) stake by 31% in Q2 2026, buying an estimated $2.11K and bringing the position to 21 shares worth $8.55K. The position accounts for ﹤0.01% of the portfolio, ranked #129.

HFM Investment Advisors first reported a position in SPGI in Q1 2025 and has held it in 6 quarters since. 2,009 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • HFM Investment Advisors held 21 shares of S&P Global worth $8.55K as of Q2 2026.
  • HFM Investment Advisors bought 5 S&P Global shares in Q2 2026, an estimated $2.11K.
  • S&P Global made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #129 holding.
  • HFM Investment Advisors first reported a position in S&P Global in Q1 2025 and has held it in 6 quarters since.
  • 2,009 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.