Pettee Investors’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 | $2.21M | Hold |
5,425
| – | – | 1.09% | 29 |
|
|
2026
Q1 | $2.34M | Buy |
5,425
+796
| +17% | +$370K | 1.2% | 22 |
|
|
2025
Q4 | $2.42M | Hold |
4,629
| – | – | 1.36% | 17 |
|
|
2025
Q3 | $2.25M | Hold |
4,629
| – | – | 1.24% | 27 |
|
|
2025
Q2 | $2.44M | Sell |
4,629
-178
| -4% | -$88.8K | 1.46% | 20 |
|
|
2025
Q1 | $2.44M | Sell |
4,807
-2,068
| -30% | -$1.06M | 1.46% | 23 |
|
|
2024
Q4 | $3.42M | Sell |
6,875
-35
| -0.5% | -$17.8K | 1.74% | 13 |
|
|
2024
Q3 | $3.57M | Hold |
6,910
| – | – | 1.74% | 15 |
|
|
2024
Q2 | $3.08M | Sell |
6,910
-724
| -9% | -$311K | 1.49% | 20 |
|
|
2024
Q1 | $3.25M | Hold |
7,634
| – | – | 1.37% | 27 |
|
|
2023
Q4 | $3.36M | Sell |
7,634
-143
| -2% | -$56.4K | 1.49% | 16 |
|
|
2023
Q3 | $2.84M | Hold |
7,777
| – | – | 1.35% | 18 |
|
|
2023
Q2 | $3.12M | Hold |
7,777
| – | – | 1.41% | 18 |
|
|
2023
Q1 | $2.68M | Hold |
7,777
| – | – | 1.28% | 20 |
|
|
2022
Q4 | $2.6M | Sell |
7,777
-392
| -5% | -$129K | 1.28% | 19 |
|
|
2022
Q3 | $2.49M | Hold |
8,169
| – | – | 1.34% | 21 |
|
|
2022
Q2 | $2.75M | Hold |
8,169
| – | – | 1.37% | 17 |
|
|
2022
Q1 | $3.35M | Hold |
8,169
| – | – | 1.47% | 17 |
|
|
2021
Q4 | $3.85M | Sell |
8,169
-200
| -2% | -$91.5K | 1.61% | 15 |
|
|
2021
Q3 | $3.56M | Sell |
8,369
-15
| -0.2% | -$6.5K | 1.66% | 15 |
|
|
2021
Q2 | $3.44M | Sell |
8,384
-143
| -2% | -$55K | 1.62% | 16 |
|
|
2021
Q1 | $3.01M | Buy |
8,527
+795
| +10% | +$265K | 1.45% | 19 |
|
|
2020
Q4 | $2.54M | Buy |
7,732
+50
| +0.7% | +$16.9K | 1.35% | 19 |
|
|
2020
Q3 | $2.77M | Sell |
7,682
-340
| -4% | -$120K | 1.6% | 18 |
|
|
2020
Q2 | $2.64M | Sell |
8,022
-20
| -0.2% | -$6.01K | 1.64% | 19 |
|
|
2020
Q1 | $1.97M | Hold |
8,042
| – | – | 1.42% | 19 |
|
|
2019
Q4 | $2.2M | Buy |
8,042
+550
| +7% | +$143K | 1.25% | 21 |
|
|
2019
Q3 | $1.83M | Sell |
7,492
-400
| -5% | -$100K | 1.15% | 22 |
|
|
2019
Q2 | $1.8M | Hold |
7,892
| – | – | 1.14% | 23 |
|
|
2019
Q1 | $1.66M | Sell |
7,892
-400
| -5% | -$77.5K | 1.05% | 25 |
|
|
2018
Q4 | $1.41M | Hold |
8,292
| – | – | 1% | 26 |
|
|
2018
Q3 | $1.62M | Sell |
8,292
-300
| -3% | -$61.9K | 0.96% | 25 |
|
|
2018
Q2 | $1.75M | Hold |
8,592
| – | – | 1.1% | 21 |
|
|
2018
Q1 | $1.64M | Sell |
8,592
-157
| -2% | -$29K | 1.02% | 23 |
|
|
2017
Q4 | $1.48M | Hold |
8,749
| – | – | 0.9% | 28 |
|
|
2017
Q3 | $1.37M | Hold |
8,749
| – | – | 0.88% | 28 |
|
|
2017
Q2 | $1.28M | Hold |
8,749
| – | – | 1.13% | 25 |
|
|
2017
Q1 | $1.14M | Hold |
8,749
| – | – | 1.03% | 29 |
|
|
2016
Q4 | $941K | Sell |
8,749
-1,200
| -12% | -$143K | 0.9% | 30 |
|
|
2016
Q3 | $1.26M | Sell |
9,949
-575
| -5% | -$69.1K | 1.22% | 23 |
|
|
2016
Q2 | $1.13M | Buy |
+10,524
| New | +$1.13M | 1.09% | 24 |
|
Other funds holding SPGI
Pettee Investors's SPGI Position: Q2 2026 in Review
Pettee Investors held its S&P Global (SPGI) position steady in Q2 2026 at 5,425 shares worth $2.21M. The position accounts for 1.09% of the portfolio, ranked #29.
Pettee Investors first reported a position in SPGI in Q2 2016 and has held it in 41 quarters since. The position peaked at $3.85M in Q4 2021. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.
- Pettee Investors held 5,425 shares of S&P Global worth $2.21M as of Q2 2026.
- Pettee Investors left its S&P Global share count unchanged in Q2 2026.
- S&P Global made up 1.09% of Pettee Investors's portfolio in Q2 2026, its #29 holding.
- Pettee Investors first reported a position in S&P Global in Q2 2016 and has held it in 41 quarters since.
- Pettee Investors's S&P Global position peaked at $3.85M in Q4 2021.
- 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.
Based on Pettee Investors's 13F filing for Q2 2026, filed 6 Aug 2026.