Professional Advisory Services’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 | $22.7M | Buy |
55,728
+5,228
| +10% | +$2.21M | 2.72% | 22 |
|
|
2026
Q1 | $21.5M | Buy |
50,500
+14,783
| +41% | +$6.86M | 2.97% | 17 |
|
|
2025
Q4 | $18.7M | Buy |
35,717
+9,676
| +37% | +$4.79M | 2.42% | 24 |
|
|
2025
Q3 | $12.7M | Sell |
26,041
-1,275
| -5% | -$683K | 1.65% | 30 |
|
|
2025
Q2 | $14.4M | Sell |
27,316
-438
| -2% | -$219K | 1.95% | 30 |
|
|
2025
Q1 | $14.1M | Sell |
27,754
-936
| -3% | -$478K | 1.98% | 28 |
|
|
2024
Q4 | $14.3M | Sell |
28,690
-131
| -0.5% | -$66.5K | 1.97% | 29 |
|
|
2024
Q3 | $14.9M | Sell |
28,821
-2,798
| -9% | -$1.38M | 1.95% | 28 |
|
|
2024
Q2 | $14.1M | Buy |
31,619
+79
| +0.3% | +$33.9K | 1.93% | 30 |
|
|
2024
Q1 | $13.4M | Sell |
31,540
-540
| -2% | -$234K | 1.82% | 31 |
|
|
2023
Q4 | $14.1M | Sell |
32,080
-112
| -0.3% | -$44.2K | 2.02% | 29 |
|
|
2023
Q3 | $11.8M | Sell |
32,192
-1,316
| -4% | -$517K | 1.93% | 30 |
|
|
2023
Q2 | $13.4M | Sell |
33,508
-469
| -1% | -$171K | 2.04% | 29 |
|
|
2023
Q1 | $11.7M | Buy |
33,977
+209
| +0.6% | +$73.6K | 1.83% | 30 |
|
|
2022
Q4 | $11.3M | Buy |
33,768
+153
| +0.5% | +$50.4K | 1.84% | 28 |
|
|
2022
Q3 | $10.3M | Sell |
33,615
-1,927
| -5% | -$689K | 1.78% | 30 |
|
|
2022
Q2 | $12M | Buy |
35,542
+2,815
| +9% | +$1M | 2% | 28 |
|
|
2022
Q1 | $13.4M | Buy |
32,727
+2,425
| +8% | +$988K | 1.93% | 31 |
|
|
2021
Q4 | $14.3M | Sell |
30,302
-791
| -3% | -$362K | 1.94% | 29 |
|
|
2021
Q3 | $13.2M | Sell |
31,093
-2,998
| -9% | -$1.3M | 1.94% | 28 |
|
|
2021
Q2 | $14M | Sell |
34,091
-1,222
| -3% | -$470K | 2.03% | 29 |
|
|
2021
Q1 | $12.5M | Buy |
35,313
+2,420
| +7% | +$805K | 1.91% | 30 |
|
|
2020
Q4 | $10.8M | Buy |
32,893
+1,175
| +4% | +$396K | 1.74% | 31 |
|
|
2020
Q3 | $11.4M | Sell |
31,718
-1,249
| -4% | -$441K | 2.04% | 28 |
|
|
2020
Q2 | $10.9M | Sell |
32,967
-4,747
| -13% | -$1.43M | 2.09% | 28 |
|
|
2020
Q1 | $9.24M | Sell |
37,714
-3,648
| -9% | -$1M | 2.14% | 27 |
|
|
2019
Q4 | $11.3M | Sell |
41,362
-590
| -1% | -$153K | 2.01% | 27 |
|
|
2019
Q3 | $10.3M | Sell |
41,952
-3,223
| -7% | -$806K | 1.95% | 28 |
|
|
2019
Q2 | $10.3M | Sell |
45,175
-995
| -2% | -$217K | 2% | 27 |
|
|
2019
Q1 | $9.72M | Buy |
+46,170
| New | +$8.94M | 1.95% | 29 |
|
Other funds holding SPGI
Professional Advisory Services's SPGI Position: Q2 2026 in Review
Professional Advisory Services increased its S&P Global (SPGI) stake by 10% in Q2 2026, buying an estimated $2.21M and bringing the position to 55,728 shares worth $22.7M. The position accounts for 2.72% of the portfolio, ranked #22.
Professional Advisory Services first reported a position in SPGI in Q1 2019 and has held it in 30 quarters since. 2,005 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.
- Professional Advisory Services held 55,728 shares of S&P Global worth $22.7M as of Q2 2026.
- Professional Advisory Services bought 5,228 S&P Global shares in Q2 2026, an estimated $2.21M.
- S&P Global made up 2.72% of Professional Advisory Services's portfolio in Q2 2026, its #22 holding.
- Professional Advisory Services first reported a position in S&P Global in Q1 2019 and has held it in 30 quarters since.
- 2,005 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.
Based on Professional Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.