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Seven Mile Advisory’s S&P Global SPGI Stock Holding History

Seven Mile Advisory’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
-1,744
Closed -$912K – 271
2025
Q4 		$912K Buy
1,744
+1,094
+168% +$541K 0.16% 74
2025
Q3 		$316K Buy
650
+259
+66% +$139K 0.05% 195
2025
Q2 		$206K Sell
391
-51
-12% -$25.5K 0.12% 168
2025
Q1 		$225K Buy
+442
New +$226K 0.15% 148
2024
Q4 		– Sell
-410
Closed -$212K – 183
2024
Q3 		$212K Buy
+410
New +$203K 0.14% 153

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

Seven Mile Advisory's SPGI Position: Q1 2026 in Review

Seven Mile Advisory sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 1,744 shares — an estimated $912K sold.

Seven Mile Advisory first reported a position in SPGI in Q3 2024 and held it in 5 quarters. The position peaked at $912K in Q4 2025. 2,107 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Seven Mile Advisory reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • Seven Mile Advisory sold 1,744 S&P Global shares in Q1 2026, an estimated $912K.
  • Seven Mile Advisory first reported a position in S&P Global in Q3 2024 and held it in 5 quarters.
  • Seven Mile Advisory's S&P Global position peaked at $912K in Q4 2025.
  • 2,107 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Seven Mile Advisory's 13F filing for Q1 2026, filed 14 Apr 2026.