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

Operose 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 		$99.8K Sell
245
-5
-2% -$2.11K 0.02% 244
2026
Q1 		$106K Buy
250
+5
+2% +$2.32K 0.02% 213
2025
Q4 		$128K Hold
245
– – 0.03% 195
2025
Q3 		$119K Sell
245
-11
-4% -$5.89K 0.03% 182
2025
Q2 		$135K Sell
256
-14
-5% -$6.99K 0.04% 160
2025
Q1 		$137K Buy
270
+11
+4% +$5.62K 0.05% 147
2024
Q4 		$129K Sell
259
-191
-42% -$96.9K 0.04% 148
2024
Q3 		$232K Buy
450
+114
+34% +$56.4K 0.08% 127
2024
Q2 		$150K Hold
336
– – 0.05% 159
2024
Q1 		$143K Sell
336
-96
-22% -$41.6K 0.05% 173
2023
Q4 		$190K Buy
432
+46
+12% +$18.2K 0.08% 115
2023
Q3 		$141K Buy
386
+141
+58% +$55.4K 0.06% 177
2023
Q2 		$98.2K Hold
245
– – 0.04% 124
2023
Q1 		$84.5K Hold
245
– – 0.04% 129
2022
Q4 		$82.1K Hold
245
– – 0.04% 128
2022
Q3 		$75K Hold
245
– – 0.05% 127
2022
Q2 		$83K Hold
245
– – 0.06% 111
2022
Q1 		$100K Hold
245
– – 0.07% 105
2021
Q4 		$116K Buy
+245
New +$112K 0.09% 91

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

Operose Advisors's SPGI Position: Q2 2026 in Review

Operose Advisors reduced its S&P Global (SPGI) stake by 2% in Q2 2026, selling an estimated $2.11K and leaving 245 shares worth $99.8K. The position accounts for 0.02% of the portfolio, ranked #244.

Operose Advisors first reported a position in SPGI in Q4 2021 and has held it in 19 quarters since. The position peaked at $232K in Q3 2024. 2,014 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Operose Advisors held 245 shares of S&P Global worth $99.8K as of Q2 2026.
  • Operose Advisors sold 5 S&P Global shares in Q2 2026, an estimated $2.11K.
  • S&P Global made up 0.02% of Operose Advisors's portfolio in Q2 2026, its #244 holding.
  • Operose Advisors first reported a position in S&P Global in Q4 2021 and has held it in 19 quarters since.
  • Operose Advisors's S&P Global position peaked at $232K in Q3 2024.
  • 2,014 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.