Naples Global Advisors’s S&P Global SPGI Stock Holding History

Naples Global 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	$623K	Buy	1,530 +50	+3%	+$21.1K	0.04%	311
2026 Q1	$630K	Sell	1,480 -866	-37%	-$402K	0.05%	292
2025 Q4	$1.23M	Buy	2,346 +17	+0.7%	+$8.41K	0.09%	209
2025 Q3	$1.13M	Buy	2,329 +614	+36%	+$329K	0.09%	219
2025 Q2	$904K	Buy	1,715 +341	+25%	+$170K	0.08%	238
2025 Q1	$698K	Hold	1,374	–	–	0.07%	258
2024 Q4	$684K	Hold	1,374	–	–	0.06%	258
2024 Q3	$710K	Hold	1,374	–	–	0.07%	255
2024 Q2	$613K	Hold	1,374	–	–	0.06%	259
2024 Q1	$585K	Hold	1,374	–	–	0.06%	268
2023 Q4	$605K	Hold	1,374	–	–	0.07%	262
2023 Q3	$502K	Buy	1,374 +72	+6%	+$28.3K	0.06%	275
2023 Q2	$522K	Buy	1,302 +50	+4%	+$18.3K	0.06%	269
2023 Q1	$432K	Hold	1,252	–	–	0.05%	295
2022 Q4	$419K	Hold	1,252	–	–	0.05%	289
2022 Q3	$382K	Buy	1,252 +127	+11%	+$45.4K	0.05%	292
2022 Q2	$379K	Hold	1,125	–	–	0.05%	295
2022 Q1	$461K	Hold	1,125	–	–	0.05%	287
2021 Q4	$531K	Hold	1,125	–	–	0.06%	275
2021 Q3	$478K	Hold	1,125	–	–	0.06%	279
2021 Q2	$462K	Buy	1,125 +50	+5%	+$19.2K	0.06%	275
2021 Q1	$379K	Buy	+1,075	New	+$358K	0.06%	288

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Naples Global Advisors's SPGI Position: Q2 2026 in Review

Naples Global Advisors increased its S&P Global (SPGI) stake by 3.4% in Q2 2026, buying an estimated $21.1K and bringing the position to 1,530 shares worth $623K. The position accounts for 0.04% of the portfolio, ranked #311.

Naples Global Advisors first reported a position in SPGI in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.23M in Q4 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Naples Global Advisors held 1,530 shares of S&P Global worth $623K as of Q2 2026.
Naples Global Advisors bought 50 S&P Global shares in Q2 2026, an estimated $21.1K.
S&P Global made up 0.04% of Naples Global Advisors's portfolio in Q2 2026, its #311 holding.
Naples Global Advisors first reported a position in S&P Global in Q1 2021 and has held it in 22 quarters since.
Naples Global Advisors's S&P Global position peaked at $1.23M in Q4 2025.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.