Leelyn Smith’s S&P Global SPGI Stock Holding History

Leelyn Smith’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	$3.78M	Buy	9,293 +1,480	+19%	+$625K	0.46%	60
2026 Q1	$3.32M	Buy	+7,813	New	+$3.63M	0.47%	61
2023 Q1	–	Sell	-80	Closed	-$26.8K	–	375
2022 Q4	$26.8K	Buy	80 +25	+45%	+$8.24K	0.01%	223
2022 Q3	$17K	Sell	55 -110	-67%	-$39.4K	0.01%	249
2022 Q2	$56K	Hold	165	–	–	0.01%	190
2022 Q1	$68K	Hold	165	–	–	0.02%	185
2021 Q4	$78K	Hold	165	–	–	0.02%	182
2021 Q3	$70K	Sell	165 -42	-20%	-$18.2K	0.02%	188
2021 Q2	$85K	Sell	207 -30	-13%	-$11.5K	0.03%	174
2021 Q1	$83K	Sell	237 -9	-4%	-$3K	0.02%	188
2020 Q4	$81K	Buy	246 +25	+11%	+$8.43K	0.03%	179
2020 Q3	$80K	Sell	221 -144	-39%	-$50.8K	0.03%	173
2020 Q2	$120K	Hold	365	–	–	0.05%	143
2020 Q1	$89K	Sell	365 -3,899	-91%	-$1.07M	0.05%	144
2019 Q4	$1.16K	Buy	+4,264	New	+$1.11M	0.56%	59

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

Leelyn Smith's SPGI Position: Q2 2026 in Review

Leelyn Smith increased its S&P Global (SPGI) stake by 19% in Q2 2026, buying an estimated $625K and bringing the position to 9,293 shares worth $3.78M. The position accounts for 0.46% of the portfolio, ranked #60.

Leelyn Smith first reported a position in SPGI in Q4 2019 and has held it in 15 quarters since. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Leelyn Smith held 9,293 shares of S&P Global worth $3.78M as of Q2 2026.
Leelyn Smith bought 1,480 S&P Global shares in Q2 2026, an estimated $625K.
S&P Global made up 0.46% of Leelyn Smith's portfolio in Q2 2026, its #60 holding.
Leelyn Smith first reported a position in S&P Global in Q4 2019 and has held it in 15 quarters since.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Leelyn Smith's 13F filing for Q2 2026, filed 24 Jul 2026.