IA
SPGI icon

IndexIQ Advisors’s S&P Global SPGI Stock Holding History

IndexIQ 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
2022
Q1 		$2.42M Buy
5,903
+1,686
+40% +$687K 0.09% 214
2021
Q4 		$1.99M Buy
4,217
+40
+1% +$18.3K 0.07% 230
2021
Q3 		$1.77M Buy
4,177
+202
+5% +$87.5K 0.06% 243
2021
Q2 		$1.63M Buy
+3,975
New +$1.53M 0.06% 235
2021
Q1 		– Sell
-7,730
Closed -$2.54M – 1299
2020
Q4 		$2.54M Sell
7,730
-1,796
-19% -$606K 0.09% 169
2020
Q3 		$3.44M Buy
9,526
+1,043
+12% +$368K 0.14% 94
2020
Q2 		$2.79M Buy
8,483
+403
+5% +$121K 0.13% 100
2020
Q1 		$1.98M Buy
8,080
+7,994
+9,295% +$2.19M 0.09% 127
2019
Q4 		$23K Buy
+86
New +$22.3K ﹤0.01% 585

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return