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
Q2 		$1.85M Buy
+4,800
New +$2.03M 0.01% 829
2024
Q3 		– Sell
-2,000
Closed -$892K – 1551
2024
Q2 		$892K Hold
2,000
– – 0.01% 704
2024
Q1 		$851K Buy
+2,000
New +$867K 0.01% 724

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

Lido Advisors's SPGI Position: Q2 2026 in Review

Lido Advisors reduced its S&P Global (SPGI) stake by 1% in Q2 2026, selling an estimated $114K and leaving 25,569 shares worth $10.4M. The position accounts for 0.03% of the portfolio, ranked #333.

Lido Advisors first reported a position in SPGI in Q3 2019 and has held it in 25 quarters since. The position peaked at $14.2M in Q4 2025. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Lido Advisors held 25,569 shares of S&P Global worth $10.4M as of Q2 2026.
  • Lido Advisors sold 271 S&P Global shares in Q2 2026, an estimated $114K.
  • S&P Global made up 0.03% of Lido Advisors's portfolio in Q2 2026, its #333 holding.
  • Lido Advisors first reported a position in S&P Global in Q3 2019 and has held it in 25 quarters since.
  • Lido Advisors's S&P Global position peaked at $14.2M in Q4 2025.
  • 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.