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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$1.38M Sell
3,501
-2
-0.1% -$846 0.01% 323
2026
Q2
$1.43M Buy
3,503
+61
+2% +$25.8K 0.01% 321
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

Mather Group's SPGI Position: Q3 2026 in Review

Mather Group reduced its S&P Global (SPGI) stake by 0.06% in Q3 2026, selling an estimated $846 and leaving 3,501 shares worth $1.38M. The position accounts for 0.01% of the portfolio, ranked #323.

Mather Group first reported a position in SPGI in Q1 2022 and has held it in 19 quarters since. The position peaked at $2.68M in Q3 2024. 412 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Mather Group held 3,501 shares of S&P Global worth $1.38M as of Q3 2026.
  • Mather Group sold 2 S&P Global shares in Q3 2026, an estimated $846.
  • S&P Global made up 0.01% of Mather Group's portfolio in Q3 2026, its #323 holding.
  • Mather Group first reported a position in S&P Global in Q1 2022 and has held it in 19 quarters since.
  • Mather Group's S&P Global position peaked at $2.68M in Q3 2024.
  • 412 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.