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Mather Group’s S&P Global SPGI Stock Holding History

Mather Group’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 		$1.46M Sell
3,442
-1,201
-26% -$558K 0.01% 269
2025
Q4 		$2.43M Sell
4,643
-337
-7% -$167K 0.03% 182
2025
Q3 		$2.42M Buy
4,980
+8
+0.2% +$4.28K 0.02% 182
2025
Q2 		$2.62M Buy
4,972
+193
+4% +$96.3K 0.03% 168
2025
Q1 		$2.43M Sell
4,779
-3
-0.1% -$1.53K 0.03% 166
2024
Q4 		$2.38M Sell
4,782
-399
-8% -$202K 0.03% 151
2024
Q3 		$2.68M Sell
5,181
-415
-7% -$205K 0.03% 149
2024
Q2 		$2.38M Buy
5,596
+43
+0.8% +$18.4K 0.03% 168
2024
Q1 		$2.45M Sell
5,553
-61
-1% -$26.4K 0.04% 146
2023
Q4 		$2.47M Sell
5,614
-87
-2% -$34.3K 0.04% 150
2023
Q3 		$2.08M Buy
5,701
+1,006
+21% +$396K 0.04% 152
2023
Q2 		$1.88M Buy
4,695
+188
+4% +$68.7K 0.03% 166
2023
Q1 		$1.55M Sell
4,507
-2,380
-35% -$838K 0.03% 162
2022
Q4 		$2.31M Buy
6,887
+138
+2% +$45.5K 0.04% 128
2022
Q3 		$2.06M Buy
6,749
+1,229
+22% +$440K 0.04% 130
2022
Q2 		$1.86M Buy
5,520
+2,589
+88% +$923K 0.04% 133
2022
Q1 		$1.2M Buy
+2,931
New +$1.19M 0.02% 151

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

Mather Group's SPGI Position: Q1 2026 in Review

Mather Group reduced its S&P Global (SPGI) stake by 26% in Q1 2026, selling an estimated $558K and leaving 3,442 shares worth $1.46M. The position accounts for 0.01% of the portfolio, ranked #269.

Mather Group first reported a position in SPGI in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.68M in Q3 2024. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Mather Group held 3,442 shares of S&P Global worth $1.46M as of Q1 2026.
  • Mather Group sold 1,201 S&P Global shares in Q1 2026, an estimated $558K.
  • S&P Global made up 0.01% of Mather Group's portfolio in Q1 2026, its #269 holding.
  • Mather Group first reported a position in S&P Global in Q1 2022 and has held it in 17 quarters since.
  • Mather Group's S&P Global position peaked at $2.68M in Q3 2024.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.