Mount Yale Investment Advisors’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 | $3.87M | Buy |
9,093
+7,920
| +675% | +$3.68M | 0.09% | 229 |
|
|
2025
Q4 | $613K | Sell |
1,173
-879
| -43% | -$435K | 0.03% | 411 |
|
|
2025
Q3 | $999K | Sell |
2,052
-921
| -31% | -$493K | 0.07% | 285 |
|
|
2025
Q2 | $1.57M | Sell |
2,973
-167
| -5% | -$83.3K | 0.12% | 146 |
|
|
2025
Q1 | $1.6M | Sell |
3,140
-398
| -11% | -$203K | 0.14% | 138 |
|
|
2024
Q4 | $1.76M | Sell |
3,538
-206
| -6% | -$105K | 0.14% | 131 |
|
|
2024
Q3 | $1.93M | Sell |
3,744
-175
| -4% | -$86.6K | 0.19% | 120 |
|
|
2024
Q2 | $1.75M | Sell |
3,919
-77
| -2% | -$33K | 0.14% | 142 |
|
|
2024
Q1 | $1.7M | Sell |
3,996
-261
| -6% | -$113K | 0.13% | 152 |
|
|
2023
Q4 | $1.88M | Buy |
4,257
+61
| +1% | +$24.1K | 0.18% | 127 |
|
|
2023
Q3 | $1.53M | Sell |
4,196
-42
| -1% | -$16.5K | 0.17% | 132 |
|
|
2023
Q2 | $1.7M | Sell |
4,238
-708
| -14% | -$259K | 0.18% | 124 |
|
|
2023
Q1 | $1.71M | Sell |
4,946
-799
| -14% | -$281K | 0.19% | 117 |
|
|
2022
Q4 | $1.92M | Buy |
5,745
+159
| +3% | +$52.4K | 0.22% | 105 |
|
|
2022
Q3 | $1.71M | Sell |
5,586
-384
| -6% | -$137K | 0.23% | 101 |
|
|
2022
Q2 | $2.01M | Sell |
5,970
-342
| -5% | -$122K | 0.25% | 91 |
|
|
2022
Q1 | $2.59M | Sell |
6,312
-130
| -2% | -$52.9K | 0.28% | 77 |
|
|
2021
Q4 | $3.04M | Buy |
6,442
+472
| +8% | +$216K | 0.32% | 80 |
|
|
2021
Q3 | $2.54M | Sell |
5,970
-564
| -9% | -$244K | 0.29% | 84 |
|
|
2021
Q2 | $2.68M | Sell |
6,534
-204
| -3% | -$78.4K | 0.32% | 78 |
|
|
2021
Q1 | $2.38M | Sell |
6,738
-256
| -4% | -$85.2K | 0.31% | 79 |
|
|
2020
Q4 | $2.3M | Sell |
6,994
-322
| -4% | -$109K | 0.32% | 79 |
|
|
2020
Q3 | $2.64M | Sell |
7,316
-423
| -5% | -$149K | 0.38% | 65 |
|
|
2020
Q2 | $2.55M | Buy |
7,739
+795
| +11% | +$239K | 0.46% | 58 |
|
|
2020
Q1 | $1.7M | Sell |
6,944
-98
| -1% | -$26.9K | 0.38% | 63 |
|
|
2019
Q4 | $2.07M | Buy |
7,042
+974
| +16% | +$253K | 0.36% | 69 |
|
|
2019
Q3 | $1.55M | Sell |
6,068
-1,372
| -18% | -$343K | 0.28% | 90 |
|
|
2019
Q2 | $1.85M | Sell |
7,440
-125
| -2% | -$27.3K | 0.34% | 71 |
|
|
2019
Q1 | $1.59M | Buy |
7,565
+32
| +0.4% | +$6.2K | 0.3% | 83 |
|
|
2018
Q4 | $1.46M | Sell |
7,533
-65
| -0.9% | -$11.6K | 0.3% | 86 |
|
|
2018
Q3 | $1.42M | Buy |
7,598
+7,078
| +1,361% | +$1.46M | 0.25% | 89 |
|
|
2018
Q2 | $106K | Buy |
520
+199
| +62% | +$39.3K | 0.02% | 442 |
|
|
2018
Q1 | $61K | Buy |
+321
| New | +$59.3K | 0.01% | 580 |
|
Other funds holding SPGI
VCM
VPM
Mount Yale Investment Advisors's SPGI Position: Q1 2026 in Review
Mount Yale Investment Advisors increased its S&P Global (SPGI) stake by 675% in Q1 2026, buying an estimated $3.68M and bringing the position to 9,093 shares worth $3.87M. The position accounts for 0.09% of the portfolio, ranked #229.
Mount Yale Investment Advisors first reported a position in SPGI in Q1 2018 and has held it in 33 quarters since. 2,111 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.
- Mount Yale Investment Advisors held 9,093 shares of S&P Global worth $3.87M as of Q1 2026.
- Mount Yale Investment Advisors bought 7,920 S&P Global shares in Q1 2026, an estimated $3.68M.
- S&P Global made up 0.09% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #229 holding.
- Mount Yale Investment Advisors first reported a position in S&P Global in Q1 2018 and has held it in 33 quarters since.
- 2,111 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.