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Midwest Trust’s S&P Global SPGI Stock Holding History

Midwest Trust’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 		$1.5M Sell
3,685
-3,620
-50% -$1.53M 0.02% 324
2026
Q1 		$3.11M Sell
7,305
-8,770
-55% -$4.07M 0.04% 247
2025
Q4 		$8.4M Buy
16,075
+264
+2% +$131K 0.1% 164
2025
Q3 		$7.7M Buy
15,811
+1,657
+12% +$887K 0.1% 171
2025
Q2 		$7.46M Buy
+14,154
New +$7.06M 0.1% 168

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

Midwest Trust's SPGI Position: Q2 2026 in Review

Midwest Trust reduced its S&P Global (SPGI) stake by 50% in Q2 2026, selling an estimated $1.53M and leaving 3,685 shares worth $1.5M. The position accounts for 0.02% of the portfolio, ranked #324.

Midwest Trust first reported a position in SPGI in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.4M in Q4 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Midwest Trust held 3,685 shares of S&P Global worth $1.5M as of Q2 2026.
  • Midwest Trust sold 3,620 S&P Global shares in Q2 2026, an estimated $1.53M.
  • S&P Global made up 0.02% of Midwest Trust's portfolio in Q2 2026, its #324 holding.
  • Midwest Trust first reported a position in S&P Global in Q2 2025 and has held it in 5 quarters since.
  • Midwest Trust's S&P Global position peaked at $8.4M in Q4 2025.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.