NAAA
SPGI icon

New Age Alpha Advisors’s S&P Global SPGI Stock Holding History

New Age Alpha 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 		$137K Sell
336
-18
-5% -$7.6K 0.01% 813
2026
Q1 		$151K Sell
354
-14,769
-98% -$6.86M 0.01% 657
2025
Q4 		$7.9M Sell
15,123
-473
-3% -$234K 0.34% 63
2025
Q3 		$7.59M Buy
15,596
+232
+2% +$124K 0.32% 68
2025
Q2 		$8.1M Buy
15,364
+1,900
+14% +$948K 0.36% 58
2025
Q1 		$6.84M Buy
13,464
+11,098
+469% +$5.67M 0.31% 81
2024
Q4 		$1.18M Buy
2,366
+2,310
+4,125% +$1.17M 0.05% 417
2024
Q3 		$28.9K Buy
56
+33
+143% +$16.3K 0.02% 63
2024
Q2 		$10.3K Buy
+23
New +$9.87K 0.01% 78

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

New Age Alpha Advisors's SPGI Position: Q2 2026 in Review

New Age Alpha Advisors reduced its S&P Global (SPGI) stake by 5.1% in Q2 2026, selling an estimated $7.6K and leaving 336 shares worth $137K. The position accounts for 0.01% of the portfolio, ranked #813.

New Age Alpha Advisors first reported a position in SPGI in Q2 2024 and has held it in 9 quarters since. The position peaked at $8.1M in Q2 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • New Age Alpha Advisors held 336 shares of S&P Global worth $137K as of Q2 2026.
  • New Age Alpha Advisors sold 18 S&P Global shares in Q2 2026, an estimated $7.6K.
  • S&P Global made up 0.01% of New Age Alpha Advisors's portfolio in Q2 2026, its #813 holding.
  • New Age Alpha Advisors first reported a position in S&P Global in Q2 2024 and has held it in 9 quarters since.
  • New Age Alpha Advisors's S&P Global position peaked at $8.1M in Q2 2025.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.