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Kathmere Capital Management’s S&P Global SPGI Stock Holding History

Kathmere Capital Management’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 		$678K Sell
1,666
-28
-2% -$11.8K 0.04% 323
2026
Q1 		$721K Buy
1,694
+364
+27% +$169K 0.04% 279
2025
Q4 		$695K Buy
1,330
+3
+0.2% +$1.48K 0.05% 256
2025
Q3 		$646K Buy
1,327
+13
+1% +$6.96K 0.05% 243
2025
Q2 		$693K Sell
1,314
-27
-2% -$13.5K 0.05% 221
2025
Q1 		$681K Buy
1,341
+108
+9% +$55.2K 0.06% 193
2024
Q4 		$614K Buy
1,233
+91
+8% +$46.2K 0.06% 193
2024
Q3 		$590K Buy
1,142
+41
+4% +$20.3K 0.06% 181
2024
Q2 		$491K Buy
1,101
+172
+19% +$73.8K 0.05% 178
2024
Q1 		$395K Buy
929
+8
+0.9% +$3.47K 0.05% 195
2023
Q4 		$406K Buy
921
+15
+2% +$5.92K 0.05% 164
2023
Q3 		$331K Sell
906
-27
-3% -$10.6K 0.05% 179
2023
Q2 		$374K Sell
933
-18
-2% -$6.58K 0.06% 138
2023
Q1 		$328K Sell
951
-84
-8% -$29.6K 0.05% 144
2022
Q4 		$347K Buy
1,035
+337
+48% +$111K 0.06% 129
2022
Q3 		$213K Buy
+698
New +$250K 0.04% 150
2022
Q2 		– Sell
-946
Closed -$388K – 177
2022
Q1 		$388K Buy
+946
New +$385K 0.07% 102
2021
Q4 		– Sell
-518
Closed -$220K – 148
2021
Q3 		$220K Buy
+518
New +$224K 0.04% 135

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

Kathmere Capital Management's SPGI Position: Q2 2026 in Review

Kathmere Capital Management reduced its S&P Global (SPGI) stake by 1.7% in Q2 2026, selling an estimated $11.8K and leaving 1,666 shares worth $678K. The position accounts for 0.04% of the portfolio, ranked #323.

Kathmere Capital Management first reported a position in SPGI in Q3 2021 and has held it in 18 quarters since. The position peaked at $721K in Q1 2026. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Kathmere Capital Management held 1,666 shares of S&P Global worth $678K as of Q2 2026.
  • Kathmere Capital Management sold 28 S&P Global shares in Q2 2026, an estimated $11.8K.
  • S&P Global made up 0.04% of Kathmere Capital Management's portfolio in Q2 2026, its #323 holding.
  • Kathmere Capital Management first reported a position in S&P Global in Q3 2021 and has held it in 18 quarters since.
  • Kathmere Capital Management's S&P Global position peaked at $721K in Q1 2026.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.