Lido Advisors
SPGI icon

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

Lido 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
2026
Q1 		$11M Sell
25,840
-2,587
-9% -$1.2M 0.03% 303
2025
Q4 		$14.2M Sell
28,427
-57
-0.2% -$28.2K 0.04% 261
2025
Q3 		$13.9M Buy
28,484
+8,867
+45% +$4.75M 0.04% 252
2025
Q2 		$10.3M Buy
19,617
+1,738
+10% +$867K 0.04% 251
2025
Q1 		$9.08M Buy
17,879
+5,006
+39% +$2.56M 0.04% 241
2024
Q4 		$6.41M Buy
12,873
+1,178
+10% +$598K 0.03% 282
2024
Q3 		$6.04M Buy
11,695
+1,420
+14% +$703K 0.03% 284
2024
Q2 		$4.58M Sell
10,275
-14,815
-59% -$6.36M 0.03% 300
2024
Q1 		$10.7M Buy
25,090
+1,005
+4% +$436K 0.06% 162
2023
Q4 		$10.6M Buy
24,085
+18,762
+352% +$7.4M 0.07% 149
2023
Q3 		$1.95M Buy
5,323
+227
+4% +$89.3K 0.01% 389
2023
Q2 		$2.04M Sell
5,096
-307
-6% -$112K 0.01% 369
2023
Q1 		$1.86M Sell
5,403
-11,439
-68% -$4.03M 0.02% 353
2022
Q4 		$5.64M Buy
16,842
+13,935
+479% +$4.59M 0.07% 153
2022
Q3 		$887K Buy
2,907
+915
+46% +$327K 0.01% 400
2022
Q2 		$671K Sell
1,992
-64
-3% -$22.8K 0.01% 443
2022
Q1 		$843K Buy
2,056
+512
+33% +$209K 0.01% 440
2021
Q4 		$728K Buy
1,544
+302
+24% +$138K 0.01% 494
2021
Q3 		$527K Buy
1,242
+625
+101% +$271K 0.01% 574
2021
Q2 		$253K Sell
617
-63
-9% -$24.2K ﹤0.01% 781
2021
Q1 		$240K Sell
680
-19
-3% -$6.32K ﹤0.01% 747
2020
Q4 		$229K Buy
699
+125
+22% +$42.2K ﹤0.01% 721
2020
Q3 		$207K Buy
+574
New +$203K 0.01% 580
2019
Q4 		– Sell
-1,043
Closed -$255K – 680
2019
Q3 		$255K Buy
+1,043
New +$261K 0.01% 486

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Lido Advisors's SPGI Position: Q1 2026 in Review

Lido Advisors reduced its S&P Global (SPGI) stake by 9.1% in Q1 2026, selling an estimated $1.2M and leaving 25,840 shares worth $11M. The position accounts for 0.03% of the portfolio, ranked #303.

Lido Advisors first reported a position in SPGI in Q3 2019 and has held it in 24 quarters since. The position peaked at $14.2M in Q4 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Lido Advisors held 25,840 shares of S&P Global worth $11M as of Q1 2026.
  • Lido Advisors sold 2,587 S&P Global shares in Q1 2026, an estimated $1.2M.
  • S&P Global made up 0.03% of Lido Advisors's portfolio in Q1 2026, its #303 holding.
  • Lido Advisors first reported a position in S&P Global in Q3 2019 and has held it in 24 quarters since.
  • Lido Advisors's S&P Global position peaked at $14.2M in Q4 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.