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

SGL 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
Q2 		$376K Buy
915
+246
+37% +$104K 0.13% 112
2026
Q1 		$282K Buy
669
+15
+2% +$6.96K 0.11% 114
2025
Q4 		$295K Buy
654
+14
+2% +$6.93K 0.12% 115
2025
Q3 		$318K Sell
640
-10
-2% -$5.36K 0.13% 109
2025
Q2 		$342K Buy
+650
New +$324K 0.16% 96

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

SGL Investment Advisors's SPGI Position: Q2 2026 in Review

SGL Investment Advisors increased its S&P Global (SPGI) stake by 37% in Q2 2026, buying an estimated $104K and bringing the position to 915 shares worth $376K. The position accounts for 0.13% of the portfolio, ranked #112.

SGL Investment Advisors first reported a position in SPGI in Q2 2025 and has held it in 5 quarters since. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • SGL Investment Advisors held 915 shares of S&P Global worth $376K as of Q2 2026.
  • SGL Investment Advisors bought 246 S&P Global shares in Q2 2026, an estimated $104K.
  • S&P Global made up 0.13% of SGL Investment Advisors's portfolio in Q2 2026, its #112 holding.
  • SGL Investment Advisors first reported a position in S&P Global in Q2 2025 and has held it in 5 quarters since.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on SGL Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.