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Salem Investment Counselors’s S&P Global SPGI Stock Holding History

Salem Investment Counselors’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 		$208K Hold
510
– – 0.01% 406
2026
Q1 		$217K Sell
510
-65
-11% -$30.2K 0.01% 372
2025
Q4 		$300K Hold
575
– – 0.01% 335
2025
Q3 		$280K Sell
575
-21
-4% -$11.2K 0.01% 337
2025
Q2 		$314K Buy
596
+3
+0.5% +$1.5K 0.01% 326
2025
Q1 		$301K Buy
593
+36
+6% +$18.4K 0.01% 314
2024
Q4 		$277K Sell
557
-5
-0.9% -$2.54K 0.01% 320
2024
Q3 		$290K Buy
562
+5
+0.9% +$2.47K 0.01% 321
2024
Q2 		$248K Sell
557
-66
-11% -$28.3K 0.01% 335
2024
Q1 		$265K Buy
623
+66
+12% +$28.6K 0.01% 322
2023
Q4 		$245K Hold
557
– – 0.01% 327
2023
Q3 		$204K Hold
557
– – 0.01% 335
2023
Q2 		$223K Sell
557
-57
-9% -$20.8K 0.01% 317
2023
Q1 		$212K Hold
614
– – 0.01% 328
2022
Q4 		$206K Hold
614
– – 0.01% 320
2022
Q3 		$187K Sell
614
-48
-7% -$17.2K 0.01% 312
2022
Q2 		$223K Buy
662
+105
+19% +$37.4K 0.01% 309
2022
Q1 		$228K Buy
557
+57
+11% +$23.2K 0.01% 325
2021
Q4 		$236K Buy
+500
New +$229K 0.01% 349

Other funds holding SPGI

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Salem Investment Counselors's SPGI Position: Q2 2026 in Review

Salem Investment Counselors held its S&P Global (SPGI) position steady in Q2 2026 at 510 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #406.

Salem Investment Counselors first reported a position in SPGI in Q4 2021 and has held it in 19 quarters since. The position peaked at $314K in Q2 2025. 549 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Salem Investment Counselors held 510 shares of S&P Global worth $208K as of Q2 2026.
  • Salem Investment Counselors left its S&P Global share count unchanged in Q2 2026.
  • S&P Global made up 0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #406 holding.
  • Salem Investment Counselors first reported a position in S&P Global in Q4 2021 and has held it in 19 quarters since.
  • Salem Investment Counselors's S&P Global position peaked at $314K in Q2 2025.
  • 549 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.