Interchange Capital Partners’s S&P Global SPGI Stock Holding History

Interchange Capital Partners’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	$303K	Sell	740 -402	-35%	-$170K	0.06%	294
2026 Q1	$573K	Buy	1,142 +70	+7%	+$32.5K	0.18%	127
2025 Q4	$560K	Sell	1,072 -464	-30%	-$230K	0.1%	176
2025 Q3	$748K	Buy	1,536 +367	+31%	+$197K	0.15%	129
2025 Q2	$616K	Buy	1,169 +37	+3%	+$18.5K	0.14%	129
2025 Q1	$575K	Buy	1,132 +66	+6%	+$33.7K	0.16%	124
2024 Q4	$531K	Sell	1,066 -14	-1%	-$7.1K	0.19%	126
2024 Q3	$558K	Buy	1,080 +454	+73%	+$225K	0.2%	127
2024 Q2	$279K	Buy	626 +139	+29%	+$59.6K	0.1%	200
2024 Q1	$210K	Buy	487 +20	+4%	+$8.67K	0.14%	154
2023 Q4	$205K	Sell	467 -82	-15%	-$32.4K	0.15%	146
2023 Q3	$201K	Buy	+549	New	+$216K	0.16%	143
2021 Q1	–	Sell	-5	Closed	-$1K	–	962
2020 Q4	$1K	Buy	+5	New	+$1.69K	﹤0.01%	1170

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

Interchange Capital Partners's SPGI Position: Q2 2026 in Review

Interchange Capital Partners reduced its S&P Global (SPGI) stake by 35% in Q2 2026, selling an estimated $170K and leaving 740 shares worth $303K. The position accounts for 0.06% of the portfolio, ranked #294.

Interchange Capital Partners first reported a position in SPGI in Q4 2020 and has held it in 13 quarters since. The position peaked at $748K in Q3 2025. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Interchange Capital Partners held 740 shares of S&P Global worth $303K as of Q2 2026.
Interchange Capital Partners sold 402 S&P Global shares in Q2 2026, an estimated $170K.
S&P Global made up 0.06% of Interchange Capital Partners's portfolio in Q2 2026, its #294 holding.
Interchange Capital Partners first reported a position in S&P Global in Q4 2020 and has held it in 13 quarters since.
Interchange Capital Partners's S&P Global position peaked at $748K in Q3 2025.
2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.