MIM
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MTM Investment Management’s S&P Global SPGI Stock Holding History

MTM Investment Management’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 		$13K Sell
32
-20
-38% -$8.45K ﹤0.01% 499
2026
Q1 		$22.1K Hold
52
– – 0.01% 421
2025
Q4 		$27.2K Hold
52
– – 0.01% 410
2025
Q3 		$25.3K Hold
52
– – 0.01% 424
2025
Q2 		$27.4K Buy
+52
New +$26K 0.01% 405

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

MTM Investment Management's SPGI Position: Q2 2026 in Review

MTM Investment Management reduced its S&P Global (SPGI) stake by 38% in Q2 2026, selling an estimated $8.45K and leaving 32 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

MTM Investment Management first reported a position in SPGI in Q2 2025 and has held it in 5 quarters since. The position peaked at $27.4K in Q2 2025. 2,009 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • MTM Investment Management held 32 shares of S&P Global worth $13K as of Q2 2026.
  • MTM Investment Management sold 20 S&P Global shares in Q2 2026, an estimated $8.45K.
  • S&P Global made up ﹤0.01% of MTM Investment Management's portfolio in Q2 2026, its #499 holding.
  • MTM Investment Management first reported a position in S&P Global in Q2 2025 and has held it in 5 quarters since.
  • MTM Investment Management's S&P Global position peaked at $27.4K in Q2 2025.
  • 2,009 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.