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Mutual of America Capital Management’s S&P Global SPGI Stock Holding History

Mutual of America Capital 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
Q1 		$13.8M Sell
32,549
-739
-2% -$343K 0.16% 106
2025
Q4 		$17.4M Sell
33,288
-586
-2% -$290K 0.18% 82
2025
Q3 		$16.5M Sell
33,874
-2,126
-6% -$1.14M 0.17% 88
2025
Q2 		$19M Sell
36,000
-633
-2% -$316K 0.2% 67
2025
Q1 		$18.6M Sell
36,633
-1,403
-4% -$717K 0.21% 68
2024
Q4 		$18.9M Sell
38,036
-1,395
-4% -$708K 0.2% 63
2024
Q3 		$20.4M Sell
39,431
-937
-2% -$464K 0.21% 67
2024
Q2 		$18M Sell
40,368
-1,758
-4% -$754K 0.2% 73
2024
Q1 		$17.9M Sell
42,126
-1,259
-3% -$546K 0.19% 78
2023
Q4 		$19.1M Sell
43,385
-2,177
-5% -$859K 0.22% 64
2023
Q3 		$16.6M Sell
45,562
-1,644
-3% -$646K 0.21% 71
2023
Q2 		$18.9M Buy
47,206
+74
+0.2% +$27K 0.22% 67
2023
Q1 		$16.2M Sell
47,132
-460
-1% -$162K 0.19% 78
2022
Q4 		$15.9M Buy
47,592
+408
+0.9% +$134K 0.2% 78
2022
Q3 		$14.4M Sell
47,184
-154
-0.3% -$55.1K 0.19% 81
2022
Q2 		$16M Buy
47,338
+69
+0.1% +$24.6K 0.2% 75
2022
Q1 		$19.4M Buy
47,269
+15,447
+49% +$6.29M 0.21% 68
2021
Q4 		$15M Buy
31,822
+201
+0.6% +$91.9K 0.15% 113
2021
Q3 		$13.4M Buy
31,621
+164
+0.5% +$71.1K 0.13% 120
2021
Q2 		$12.9M Buy
31,457
+298
+1% +$115K 0.13% 139
2021
Q1 		$11M Buy
31,159
+967
+3% +$322K 0.12% 168
2020
Q4 		$9.93M Sell
30,192
-1,132
-4% -$382K 0.11% 178
2020
Q3 		$11.3M Sell
31,324
-1,689
-5% -$596K 0.15% 111
2020
Q2 		$10.9M Sell
33,013
-296
-0.9% -$89K 0.15% 105
2020
Q1 		$8.16M Buy
33,309
+139
+0.4% +$38.1K 0.14% 137
2019
Q4 		$9.06M Buy
33,170
+188
+0.6% +$48.8K 0.12% 176
2019
Q3 		$8.08M Buy
32,982
+63
+0.2% +$15.7K 0.11% 208
2019
Q2 		$7.5M Sell
32,919
-315
-0.9% -$68.8K 0.11% 214
2019
Q1 		$7M Buy
33,234
+396
+1% +$76.7K 0.1% 232
2018
Q4 		$5.58M Buy
32,838
+363
+1% +$65K 0.09% 282
2018
Q3 		$6.34M Buy
32,475
+61
+0.2% +$12.6K 0.09% 288
2018
Q2 		$6.61M Sell
32,414
-55
-0.2% -$10.9K 0.1% 251
2018
Q1 		$6.2M Buy
32,469
+282
+0.9% +$52.1K 0.1% 272
2017
Q4 		$5.45M Buy
32,187
+1,754
+6% +$286K 0.08% 338
2017
Q3 		$4.76M Sell
30,433
-1,040
-3% -$158K 0.08% 382
2017
Q2 		$4.59M Buy
31,473
+1,095
+4% +$152K 0.08% 383
2017
Q1 		$3.97M Buy
30,378
+2
+0% +$249 0.07% 456
2016
Q4 		$3.27M Sell
30,376
-962
-3% -$115K 0.06% 531
2016
Q3 		$3.97M Buy
31,338
+420
+1% +$50.4K 0.08% 388
2016
Q2 		$3.32M Buy
+30,918
New +$3.32M 0.07% 432

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $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 of America Capital Management's SPGI Position: Q1 2026 in Review

Mutual of America Capital Management reduced its S&P Global (SPGI) stake by 2.2% in Q1 2026, selling an estimated $343K and leaving 32,549 shares worth $13.8M. The position accounts for 0.16% of the portfolio, ranked #106.

Mutual of America Capital Management first reported a position in SPGI in Q2 2016 and has held it in 40 quarters since. The position peaked at $20.4M in Q3 2024. 2,115 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Mutual of America Capital Management held 32,549 shares of S&P Global worth $13.8M as of Q1 2026.
  • Mutual of America Capital Management sold 739 S&P Global shares in Q1 2026, an estimated $343K.
  • S&P Global made up 0.16% of Mutual of America Capital Management's portfolio in Q1 2026, its #106 holding.
  • Mutual of America Capital Management first reported a position in S&P Global in Q2 2016 and has held it in 40 quarters since.
  • Mutual of America Capital Management's S&P Global position peaked at $20.4M in Q3 2024.
  • 2,115 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Mutual of America Capital Management's 13F filing for Q1 2026, filed 7 May 2026.