SMA
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Sage Mountain Advisors’s S&P Global SPGI Stock Holding History

Sage Mountain 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
-2,299
Closed -$1.2M – 526
2025
Q4 		$1.2M Buy
2,299
+175
+8% +$86.6K 0.06% 143
2025
Q3 		$1.03M Buy
2,124
+234
+12% +$125K 0.06% 157
2025
Q2 		$997K Buy
1,890
+30
+2% +$15K 0.06% 143
2025
Q1 		$945K Buy
1,860
+79
+4% +$40.4K 0.07% 125
2024
Q4 		$887K Buy
1,781
+236
+15% +$120K 0.06% 133
2024
Q3 		$798K Buy
1,545
+132
+9% +$65.3K 0.07% 137
2024
Q2 		$630K Buy
1,413
+383
+37% +$164K 0.06% 142
2024
Q1 		$438K Buy
1,030
+189
+22% +$81.9K 0.05% 180
2023
Q4 		$370K Sell
841
-6
-0.7% -$2.37K 0.04% 171
2023
Q3 		$310K Buy
847
+44
+5% +$17.3K 0.04% 184
2023
Q2 		$322K Buy
803
+22
+3% +$8.04K 0.05% 169
2023
Q1 		$269K Buy
+781
New +$275K 0.04% 181

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Sage Mountain Advisors's SPGI Position: Q1 2026 in Review

Sage Mountain Advisors sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 2,299 shares — an estimated $1.2M sold.

Sage Mountain Advisors first reported a position in SPGI in Q1 2023 and held it in 12 quarters. The position peaked at $1.2M in Q4 2025. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Sage Mountain Advisors reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 2,299 S&P Global shares in Q1 2026, an estimated $1.2M.
  • Sage Mountain Advisors first reported a position in S&P Global in Q1 2023 and held it in 12 quarters.
  • Sage Mountain Advisors's S&P Global position peaked at $1.2M in Q4 2025.
  • 2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.