MGIA
SPGI icon

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
Q2 		$393K Sell
1,020
-38
-4% -$16K ﹤0.01% 618
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 $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

Moneta Group Investment Advisors's SPGI Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its S&P Global (SPGI) stake by 3.6% in Q2 2026, selling an estimated $16K and leaving 1,020 shares worth $393K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

Moneta Group Investment Advisors first reported a position in SPGI in Q4 2017 and has held it in 22 quarters since. The position peaked at $698K in Q2 2025. 2,023 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Moneta Group Investment Advisors held 1,020 shares of S&P Global worth $393K as of Q2 2026.
  • Moneta Group Investment Advisors sold 38 S&P Global shares in Q2 2026, an estimated $16K.
  • S&P Global made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #618 holding.
  • Moneta Group Investment Advisors first reported a position in S&P Global in Q4 2017 and has held it in 22 quarters since.
  • Moneta Group Investment Advisors's S&P Global position peaked at $698K in Q2 2025.
  • 2,023 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.