MA
SPGI icon

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
Q2 		$423K Sell
1,039
-47
-4% -$19.8K 0.01% 1018
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 $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

Mutual Advisors's SPGI Position: Q2 2026 in Review

Mutual Advisors reduced its S&P Global (SPGI) stake by 4.3% in Q2 2026, selling an estimated $19.8K and leaving 1,039 shares worth $423K. The position accounts for 0.01% of the portfolio, ranked #1018.

Mutual Advisors first reported a position in SPGI in Q2 2020 and has held it in 23 quarters since. The position peaked at $868K in Q2 2025. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Mutual Advisors held 1,039 shares of S&P Global worth $423K as of Q2 2026.
  • Mutual Advisors sold 47 S&P Global shares in Q2 2026, an estimated $19.8K.
  • S&P Global made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #1018 holding.
  • Mutual Advisors first reported a position in S&P Global in Q2 2020 and has held it in 23 quarters since.
  • Mutual Advisors's S&P Global position peaked at $868K in Q2 2025.
  • 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

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