Realta Investment Advisors’s S&P Global SPGI Stock Holding History

Realta Investment 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 Q1	–	Sell	-1,854	Closed	-$969K	–	399
2025 Q4	$969K	Buy	+1,854	New	+$917K	0.32%	76
2025 Q3	–	Sell	-1,784	Closed	-$940K	–	354
2025 Q2	$940K	Buy	1,784 +104	+6%	+$51.9K	0.37%	65
2025 Q1	$853K	Buy	1,680 +228	+16%	+$117K	0.39%	65
2024 Q4	$726K	Sell	1,452 -350	-19%	-$178K	0.3%	72
2024 Q3	$951K	Buy	+1,802	New	+$892K	0.44%	53
2024 Q1	–	Sell	-476	Closed	-$210K	–	817
2023 Q4	$210K	Buy	+476	New	+$188K	0.05%	403
2020 Q1	–	Sell	-169	Closed	-$44K	–	1227
2019 Q4	$44K	Sell	169 -96	-36%	-$24.9K	0.01%	701
2019 Q3	$65K	Buy	265 +153	+137%	+$38.2K	0.02%	604
2019 Q2	$26K	Buy	112 +90	+409%	+$19.7K	0.01%	847
2019 Q1	$5K	Buy	+22	New	+$4.26K	﹤0.01%	1080

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Realta Investment Advisors's SPGI Position: Q1 2026 in Review

Realta Investment Advisors sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 1,854 shares — an estimated $969K sold.

Realta Investment Advisors first reported a position in SPGI in Q1 2019 and held it in 10 quarters. The position peaked at $969K in Q4 2025. 2,119 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Realta Investment Advisors reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
Realta Investment Advisors sold 1,854 S&P Global shares in Q1 2026, an estimated $969K.
Realta Investment Advisors first reported a position in S&P Global in Q1 2019 and held it in 10 quarters.
Realta Investment Advisors's S&P Global position peaked at $969K in Q4 2025.
2,119 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Realta Investment Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.