MOTCO’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
Q1 | $9.38M | Buy |
22,052
+1,114
| +5% | +$517K | 0.87% | 45 |
|
|
2025
Q4 | $10.9M | Buy |
20,938
+139
| +0.7% | +$68.8K | 0.99% | 33 |
|
|
2025
Q3 | $10.1M | Buy |
20,799
+11
| +0.1% | +$5.89K | 0.92% | 41 |
|
|
2025
Q2 | $11.5M | Buy |
20,788
+675
| +3% | +$337K | 1.1% | 31 |
|
|
2025
Q1 | $10.2M | Buy |
20,113
+200
| +1% | +$102K | 1.08% | 34 |
|
|
2024
Q4 | $9.92M | Sell |
19,913
-469
| -2% | -$238K | 1.02% | 37 |
|
|
2024
Q3 | $10.5M | Sell |
20,382
-1,647
| -7% | -$815K | 1.05% | 31 |
|
|
2024
Q2 | $9.82M | Buy |
22,029
+530
| +2% | +$227K | 0.58% | 56 |
|
|
2024
Q1 | $9.15M | Buy |
21,499
+829
| +4% | +$359K | 0.55% | 62 |
|
|
2023
Q4 | $9.11M | Sell |
20,670
-97
| -0.5% | -$38.3K | 0.58% | 56 |
|
|
2023
Q3 | $7.59M | Buy |
20,767
+97
| +0.5% | +$38.1K | 0.52% | 62 |
|
|
2023
Q2 | $8.29M | Buy |
20,670
+50
| +0.2% | +$18.3K | 0.54% | 58 |
|
|
2023
Q1 | $7.11M | Buy |
20,620
+20,450
| +12,029% | +$7.2M | 0.48% | 76 |
|
|
2022
Q4 | $56.9K | Hold |
170
| – | – | ﹤0.01% | 332 |
|
|
2022
Q3 | $52K | Sell |
170
-8
| -4% | -$2.86K | ﹤0.01% | 355 |
|
|
2022
Q2 | $60K | Buy |
178
+21
| +13% | +$7.49K | ﹤0.01% | 341 |
|
|
2022
Q1 | $64K | Buy |
157
+19
| +14% | +$7.74K | ﹤0.01% | 335 |
|
|
2021
Q4 | $65K | Hold |
138
| – | – | ﹤0.01% | 330 |
|
|
2021
Q3 | $59K | Sell |
138
-921
| -87% | -$399K | ﹤0.01% | 336 |
|
|
2021
Q2 | $435K | Buy |
1,059
+17
| +2% | +$6.53K | 0.03% | 179 |
|
|
2021
Q1 | $368K | Buy |
1,042
+971
| +1,368% | +$323K | 0.03% | 182 |
|
|
2020
Q4 | $23K | Buy |
71
+21
| +42% | +$7.08K | ﹤0.01% | 433 |
|
|
2020
Q3 | $18K | Hold |
50
| – | – | ﹤0.01% | 418 |
|
|
2020
Q2 | $16K | Hold |
50
| – | – | ﹤0.01% | 406 |
|
|
2020
Q1 | $12K | Buy |
+50
| New | +$13.7K | ﹤0.01% | 426 |
|
|
2019
Q3 | – | Sell |
-175
| Closed | -$40K | – | 720 |
|
|
2019
Q2 | $40K | Buy |
+175
| New | +$38.2K | ﹤0.01% | 396 |
|
|
2019
Q1 | – | Sell |
-98
| Closed | -$17K | – | 556 |
|
|
2018
Q4 | $17K | Hold |
98
| – | – | ﹤0.01% | 405 |
|
|
2018
Q3 | $19K | Hold |
98
| – | – | ﹤0.01% | 415 |
|
|
2018
Q2 | $20K | Hold |
98
| – | – | ﹤0.01% | 390 |
|
|
2018
Q1 | $19K | Hold |
98
| – | – | ﹤0.01% | 404 |
|
|
2017
Q4 | $17K | Hold |
98
| – | – | ﹤0.01% | 409 |
|
|
2017
Q3 | $15K | Hold |
98
| – | – | ﹤0.01% | 428 |
|
|
2017
Q2 | $14K | Buy |
+98
| New | +$13.6K | ﹤0.01% | 460 |
|
|
2016
Q4 | – | Sell |
-47
| Closed | -$6K | – | 638 |
|
|
2016
Q3 | $6K | Buy |
+47
| New | +$5.64K | ﹤0.01% | 515 |
|
Other funds holding SPGI
VCM
VPM
MOTCO's SPGI Position: Q1 2026 in Review
MOTCO increased its S&P Global (SPGI) stake by 5.3% in Q1 2026, buying an estimated $517K and bringing the position to 22,052 shares worth $9.38M. The position accounts for 0.87% of the portfolio, ranked #45.
MOTCO first reported a position in SPGI in Q3 2016 and has held it in 34 quarters since. The position peaked at $11.5M in Q2 2025. 2,108 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.
- MOTCO held 22,052 shares of S&P Global worth $9.38M as of Q1 2026.
- MOTCO bought 1,114 S&P Global shares in Q1 2026, an estimated $517K.
- S&P Global made up 0.87% of MOTCO's portfolio in Q1 2026, its #45 holding.
- MOTCO first reported a position in S&P Global in Q3 2016 and has held it in 34 quarters since.
- MOTCO's S&P Global position peaked at $11.5M in Q2 2025.
- 2,108 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.
Based on MOTCO's 13F filing for Q1 2026, filed 22 Apr 2026.