MA
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Mutual Advisors’s S&P Global SPGI Stock Holding History

Mutual 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 		$462K Sell
1,086
-95
-8% -$44.1K 0.01% 917
2025
Q4 		$617K Sell
1,181
-204
-15% -$101K 0.01% 774
2025
Q3 		$668K Sell
1,385
-237
-15% -$127K 0.01% 719
2025
Q2 		$868K Sell
1,622
-37
-2% -$18.5K 0.02% 565
2025
Q1 		$796K Buy
1,659
+169
+11% +$86.4K 0.02% 537
2024
Q4 		$753K Sell
1,490
-115
-7% -$58.4K 0.02% 568
2024
Q3 		$792K Buy
1,605
+146
+10% +$72.3K 0.02% 560
2024
Q2 		$715K Sell
1,459
-12
-0.8% -$5.15K 0.02% 594
2024
Q1 		$626K Buy
1,471
+75
+5% +$32.5K 0.02% 619
2023
Q4 		$615K Buy
1,396
+60
+4% +$23.7K 0.02% 604
2023
Q3 		$488K Sell
1,336
-1
-0.1% -$393 0.02% 629
2023
Q2 		$536K Buy
1,337
+9
+0.7% +$3.29K 0.02% 615
2023
Q1 		$458K Buy
1,328
+195
+17% +$68.6K 0.02% 653
2022
Q4 		$380K Buy
1,133
+49
+5% +$16.2K 0.02% 671
2022
Q3 		$331K Buy
1,084
+418
+63% +$150K 0.02% 685
2022
Q2 		$224K Sell
666
-120
-15% -$42.8K 0.01% 760
2022
Q1 		$322K Buy
786
+161
+26% +$65.6K 0.02% 697
2021
Q4 		$295K Buy
625
+31
+5% +$14.2K 0.02% 748
2021
Q3 		$252K Buy
594
+2
+0.3% +$867 0.01% 759
2021
Q2 		$243K Buy
+592
New +$228K 0.01% 739
2020
Q4 		– Sell
-638
Closed -$230K – 761
2020
Q3 		$230K Buy
638
+1
+0.2% +$353 0.02% 604
2020
Q2 		$210K Buy
+637
New +$192K 0.02% 592

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

Mutual Advisors's SPGI Position: Q1 2026 in Review

Mutual Advisors reduced its S&P Global (SPGI) stake by 8% in Q1 2026, selling an estimated $44.1K and leaving 1,086 shares worth $462K. The position accounts for 0.01% of the portfolio, ranked #917.

Mutual Advisors first reported a position in SPGI in Q2 2020 and has held it in 22 quarters since. The position peaked at $868K in Q2 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Mutual Advisors held 1,086 shares of S&P Global worth $462K as of Q1 2026.
  • Mutual Advisors sold 95 S&P Global shares in Q1 2026, an estimated $44.1K.
  • S&P Global made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #917 holding.
  • Mutual Advisors first reported a position in S&P Global in Q2 2020 and has held it in 22 quarters since.
  • Mutual Advisors's S&P Global position peaked at $868K in Q2 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.