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MainStreet Investment Advisors’s S&P Global SPGI Stock Holding History

MainStreet Investment 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
2024
Q2 		– Sell
-1,043
Closed -$444K – 181
2024
Q1 		$444K Buy
+1,043
New +$452K 0.05% 132
2023
Q4 		– Sell
-1,336
Closed -$488K – 185
2023
Q3 		$488K Sell
1,336
-6
-0.4% -$2.36K 0.06% 130
2023
Q2 		$538K Sell
1,342
-25
-2% -$9.13K 0.06% 126
2023
Q1 		$471K Buy
+1,367
New +$481K 0.05% 134
2020
Q2 		– Sell
-2,321
Closed -$569K – 292
2020
Q1 		$569K Buy
+2,321
New +$637K 0.07% 141

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MainStreet Investment Advisors's SPGI Position: Q2 2024 in Review

MainStreet Investment Advisors sold out of S&P Global (SPGI) in Q2 2024, closing a stake of 1,043 shares — an estimated $444K sold.

MainStreet Investment Advisors first reported a position in SPGI in Q1 2020 and held it in 5 quarters. The position peaked at $569K in Q1 2020. 1,834 funds tracked by Wall St. Rank hold SPGI as of Q2 2024.

  • MainStreet Investment Advisors reported no remaining S&P Global position as of Q2 2024 after selling out during the quarter.
  • MainStreet Investment Advisors sold 1,043 S&P Global shares in Q2 2024, an estimated $444K.
  • MainStreet Investment Advisors first reported a position in S&P Global in Q1 2020 and held it in 5 quarters.
  • MainStreet Investment Advisors's S&P Global position peaked at $569K in Q1 2020.
  • 1,834 funds tracked by Wall St. Rank held S&P Global as of Q2 2024.

Based on MainStreet Investment Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.