Northwest & Ethical Investments’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $17.8M | Buy |
43,744
+1,657
| +4% | +$700K | 0.41% | 74 |
|
|
2026
Q1 | $17.9M | Sell |
42,087
-4,229
| -9% | -$1.96M | 0.41% | 79 |
|
|
2025
Q4 | $24.2M | Buy |
46,316
+16,134
| +53% | +$7.98M | 0.54% | 50 |
|
|
2025
Q3 | $14.7M | Buy |
30,182
+3,340
| +12% | +$1.79M | 0.35% | 89 |
|
|
2025
Q2 | $14.1M | Buy |
26,842
+11,287
| +73% | +$5.63M | 0.35% | 94 |
|
|
2025
Q1 | $7.9M | Buy |
15,555
+6,602
| +74% | +$3.37M | 0.21% | 133 |
|
|
2024
Q4 | $4.46M | Sell |
8,953
-7,831
| -47% | -$3.97M | 0.12% | 194 |
|
|
2024
Q3 | $8.67M | Buy |
16,784
+1,894
| +13% | +$937K | 0.23% | 133 |
|
|
2024
Q2 | $6.64M | Buy |
14,890
+3,277
| +28% | +$1.41M | 0.19% | 146 |
|
|
2024
Q1 | $4.94M | Sell |
11,613
-8,990
| -44% | -$3.9M | 0.14% | 177 |
|
|
2023
Q4 | $9.08M | Buy |
20,603
+4,851
| +31% | +$1.91M | 0.28% | 120 |
|
|
2023
Q3 | $5.76M | Sell |
15,752
-12,104
| -43% | -$4.76M | 0.19% | 157 |
|
|
2023
Q2 | $11.2M | Buy |
27,856
+1,815
| +7% | +$663K | 0.36% | 87 |
|
|
2023
Q1 | $8.98M | Buy |
26,041
+22,521
| +640% | +$7.93M | 0.3% | 111 |
|
|
2022
Q4 | $1.18M | Buy |
+3,520
| New | +$1.16M | 0.04% | 286 |
|
|
2022
Q3 | – | Sell |
-7,321
| Closed | -$2.47M | – | 422 |
|
|
2022
Q2 | $2.47M | Sell |
7,321
-22,133
| -75% | -$7.89M | 0.09% | 219 |
|
|
2022
Q1 | $12.1M | Sell |
29,454
-3,112
| -10% | -$1.27M | 0.39% | 82 |
|
|
2021
Q4 | $15.4M | Buy |
32,566
+1,090
| +3% | +$499K | 0.45% | 70 |
|
|
2021
Q3 | $13.4M | Buy |
31,476
+4,900
| +18% | +$2.12M | 0.44% | 74 |
|
|
2021
Q2 | $10.9M | Buy |
26,576
+13,936
| +110% | +$5.36M | 0.35% | 88 |
|
|
2021
Q1 | $4.46M | Sell |
12,640
-4,403
| -26% | -$1.47M | 0.16% | 172 |
|
|
2020
Q4 | $5.6M | Sell |
17,043
-2,870
| -14% | -$968K | 0.21% | 137 |
|
|
2020
Q3 | $7.18M | Sell |
19,913
-20
| -0.1% | -$7.06K | 0.32% | 105 |
|
|
2020
Q2 | $6.57M | Sell |
19,933
-2,415
| -11% | -$726K | 0.31% | 110 |
|
|
2020
Q1 | $5.48M | Buy |
22,348
+9,085
| +68% | +$2.49M | 0.32% | 101 |
|
|
2019
Q4 | $3.62M | Buy |
+13,263
| New | +$3.45M | 0.16% | 171 |
|
|
2019
Q3 | – | Sell |
-5,267
| Closed | -$1.2M | – | 382 |
|
|
2019
Q2 | $1.2M | Sell |
5,267
-30
| -0.6% | -$6.55K | 0.06% | 297 |
|
|
2019
Q1 | $1.12M | Sell |
5,297
-103
| -2% | -$19.9K | 0.06% | 304 |
|
|
2018
Q4 | $918K | Buy |
5,400
+1,600
| +42% | +$287K | 0.05% | 317 |
|
|
2018
Q3 | $742K | Hold |
3,800
| – | – | 0.05% | 309 |
|
|
2018
Q2 | $775K | Buy |
+3,800
| New | +$751K | 0.05% | 295 |
|
Other funds holding SPGI
Northwest & Ethical Investments's SPGI Position: Q2 2026 in Review
Northwest & Ethical Investments increased its S&P Global (SPGI) stake by 3.9% in Q2 2026, buying an estimated $700K and bringing the position to 43,744 shares worth $17.8M. The position accounts for 0.41% of the portfolio, ranked #74.
Northwest & Ethical Investments first reported a position in SPGI in Q2 2018 and has held it in 31 quarters since. The position peaked at $24.2M in Q4 2025. 2,008 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.
- Northwest & Ethical Investments held 43,744 shares of S&P Global worth $17.8M as of Q2 2026.
- Northwest & Ethical Investments bought 1,657 S&P Global shares in Q2 2026, an estimated $700K.
- S&P Global made up 0.41% of Northwest & Ethical Investments's portfolio in Q2 2026, its #74 holding.
- Northwest & Ethical Investments first reported a position in S&P Global in Q2 2018 and has held it in 31 quarters since.
- Northwest & Ethical Investments's S&P Global position peaked at $24.2M in Q4 2025.
- 2,008 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.
Based on Northwest & Ethical Investments's 13F filing for Q2 2026, filed 13 Aug 2026.