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

Moneta Group 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
2026
Q1 		$450K Sell
1,058
-79
-7% -$36.7K ﹤0.01% 535
2025
Q4 		$594K Sell
1,137
-218
-16% -$108K ﹤0.01% 458
2025
Q3 		$659K Buy
1,355
+32
+2% +$17.1K 0.01% 429
2025
Q2 		$698K Buy
1,323
+124
+10% +$61.9K 0.01% 370
2025
Q1 		$609K Buy
1,199
+26
+2% +$13.3K 0.01% 371
2024
Q4 		$584K Sell
1,173
-117
-9% -$59.4K 0.01% 374
2024
Q3 		$666K Sell
1,290
-167
-11% -$82.6K 0.01% 351
2024
Q2 		$650K Buy
1,457
+131
+10% +$56.2K 0.01% 338
2024
Q1 		$564K Buy
1,326
+96
+8% +$41.6K 0.01% 354
2023
Q4 		$542K Buy
1,230
+45
+4% +$17.8K 0.01% 331
2023
Q3 		$433K Sell
1,185
-158
-12% -$62.1K 0.01% 347
2023
Q2 		$539K Buy
1,343
+283
+27% +$103K 0.01% 308
2023
Q1 		$366K Buy
1,060
+221
+26% +$77.8K 0.01% 376
2022
Q4 		$315K Sell
839
-49
-6% -$16.2K 0.01% 360
2022
Q3 		$271K Sell
888
-58
-6% -$20.8K 0.01% 372
2022
Q2 		$319K Buy
946
+261
+38% +$93K 0.01% 373
2022
Q1 		$281K Buy
685
+49
+8% +$20K 0.01% 369
2021
Q4 		$300K Buy
636
+62
+11% +$28.4K 0.01% 379
2021
Q3 		$244K Sell
574
-118
-17% -$51.1K 0.01% 398
2021
Q2 		$284K Buy
+692
New +$266K 0.01% 375
2018
Q1 		– Sell
-3
Closed -$1K – 705
2017
Q4 		$1K Buy
+3
New +$490 ﹤0.01% 440

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

Moneta Group Investment Advisors's SPGI Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its S&P Global (SPGI) stake by 6.9% in Q1 2026, selling an estimated $36.7K and leaving 1,058 shares worth $450K. The position accounts for ﹤0.01% of the portfolio, ranked #535.

Moneta Group Investment Advisors first reported a position in SPGI in Q4 2017 and has held it in 21 quarters since. The position peaked at $698K in Q2 2025. 2,108 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Moneta Group Investment Advisors held 1,058 shares of S&P Global worth $450K as of Q1 2026.
  • Moneta Group Investment Advisors sold 79 S&P Global shares in Q1 2026, an estimated $36.7K.
  • S&P Global made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #535 holding.
  • Moneta Group Investment Advisors first reported a position in S&P Global in Q4 2017 and has held it in 21 quarters since.
  • Moneta Group Investment Advisors's S&P Global position peaked at $698K in Q2 2025.
  • 2,108 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.