Laffer Tengler Investments’s S&P Global SPGI Stock Holding History

Laffer Tengler Investments’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	–	Sell	-462	Closed	-$241K	–	199
2025 Q4	$241K	Sell	462 -1	-0.2%	-$495	0.04%	163
2025 Q3	$225K	Buy	463 +1	+0.2%	+$535	0.04%	155
2025 Q2	$244K	Hold	462	–	–	0.04%	151
2025 Q1	$235K	Hold	462	–	–	0.05%	123
2024 Q4	$230K	Hold	462	–	–	0.05%	130
2024 Q3	$239K	Hold	462	–	–	0.05%	164
2024 Q2	$206K	Hold	462	–	–	0.04%	173
2024 Q1	$197K	Sell	462 -27	-6%	-$11.7K	0.05%	151
2023 Q4	$215K	Buy	489 +27	+6%	+$10.7K	0.06%	138
2023 Q3	$169K	Hold	462	–	–	0.05%	149
2023 Q2	$185K	Hold	462	–	–	0.05%	209
2023 Q1	$159K	Hold	462	–	–	0.04%	214
2022 Q4	$155K	Hold	462	–	–	0.04%	217
2022 Q3	$141K	Hold	462	–	–	0.05%	194
2022 Q2	$156K	Hold	462	–	–	0.05%	195
2022 Q1	$190K	Hold	462	–	–	0.06%	193
2021 Q4	$218K	Hold	462	–	–	0.06%	194
2021 Q3	$196K	Buy	+462	New	+$200K	0.06%	222
2021 Q2	–	Sell	-462	Closed	-$163K	–	390
2021 Q1	$163K	Hold	462	–	–	0.06%	176
2020 Q4	$150K	Hold	462	–	–	0.06%	173
2020 Q3	$167K	Hold	462	–	–	0.08%	151
2020 Q2	$152K	Buy	+462	New	+$139K	0.09%	140
2018 Q1	–	Sell	-16,620	Closed	-$2.82M	–	247
2017 Q4	$2.82M	Hold	16,620	–	–	0.71%	34
2017 Q3	$2.6M	Sell	16,620 -1,145	-6%	-$174K	0.69%	33
2017 Q2	$2.59M	Hold	17,765	–	–	0.66%	34
2017 Q1	$2.32M	Hold	17,765	–	–	0.61%	46
2016 Q4	$1.91M	Buy	+17,765	New	+$2.12M	0.51%	67

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Laffer Tengler Investments's SPGI Position: Q1 2026 in Review

Laffer Tengler Investments sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 462 shares — an estimated $241K sold.

Laffer Tengler Investments first reported a position in SPGI in Q4 2016 and held it in 27 quarters. The position peaked at $2.82M in Q4 2017. 2,119 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Laffer Tengler Investments reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
Laffer Tengler Investments sold 462 S&P Global shares in Q1 2026, an estimated $241K.
Laffer Tengler Investments first reported a position in S&P Global in Q4 2016 and held it in 27 quarters.
Laffer Tengler Investments's S&P Global position peaked at $2.82M in Q4 2017.
2,119 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Laffer Tengler Investments's 13F filing for Q1 2026, filed 13 May 2026.