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

NEOS 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
Q1 		$18.7M Sell
43,938
-1,609
-4% -$747K 0.09% 164
2025
Q4 		$23.8M Buy
45,547
+3,411
+8% +$1.69M 0.14% 126
2025
Q3 		$20.5M Buy
42,136
+13,354
+46% +$7.15M 0.15% 123
2025
Q2 		$15.2M Buy
28,782
+4,065
+16% +$2.03M 0.19% 105
2025
Q1 		$12.6M Buy
24,717
+6,513
+36% +$3.33M 0.24% 84
2024
Q4 		$9.07M Buy
18,204
+4,569
+34% +$2.32M 0.21% 92
2024
Q3 		$7.04M Buy
13,635
+2,726
+25% +$1.35M 0.21% 95
2024
Q2 		$4.87M Buy
10,909
+3,066
+39% +$1.32M 0.2% 93
2024
Q1 		$3.34M Buy
7,843
+2,768
+55% +$1.2M 0.21% 95
2023
Q4 		$2.24M Buy
5,075
+1,233
+32% +$487K 0.21% 97
2023
Q3 		$1.4M Buy
+3,842
New +$1.51M 0.18% 118

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

NEOS Investment Management's SPGI Position: Q1 2026 in Review

NEOS Investment Management reduced its S&P Global (SPGI) stake by 3.5% in Q1 2026, selling an estimated $747K and leaving 43,938 shares worth $18.7M. The position accounts for 0.09% of the portfolio, ranked #164.

NEOS Investment Management first reported a position in SPGI in Q3 2023 and has held it in 11 quarters since. The position peaked at $23.8M in Q4 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • NEOS Investment Management held 43,938 shares of S&P Global worth $18.7M as of Q1 2026.
  • NEOS Investment Management sold 1,609 S&P Global shares in Q1 2026, an estimated $747K.
  • S&P Global made up 0.09% of NEOS Investment Management's portfolio in Q1 2026, its #164 holding.
  • NEOS Investment Management first reported a position in S&P Global in Q3 2023 and has held it in 11 quarters since.
  • NEOS Investment Management's S&P Global position peaked at $23.8M in Q4 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on NEOS Investment Management's 13F filing for Q1 2026, filed 15 May 2026.