Shelton Capital Management’s S&P Global SPGI Stock Holding History

Shelton Capital Management’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	$648K	Sell	1,591 -551	-26%	-$233K	0.01%	314
2026 Q1	$911K	Sell	2,142 -559	-21%	-$260K	0.02%	278
2025 Q4	$1.41M	Hold	2,701	–	–	0.03%	249
2025 Q3	$1.31M	Sell	2,701 -6,228	-70%	-$3.33M	0.03%	250
2025 Q2	$4.71M	Buy	8,929 +953	+12%	+$476K	0.11%	167
2025 Q1	$4.05M	Sell	7,976 -32	-0.4%	-$16.4K	0.1%	171
2024 Q4	$3.99M	Sell	8,008 -34	-0.4%	-$17.3K	0.1%	172
2024 Q3	$4.15M	Buy	8,042 +825	+11%	+$408K	0.11%	173
2024 Q2	$3.22M	Hold	7,217	–	–	0.09%	203
2024 Q1	$3.07M	Hold	7,217	–	–	0.09%	214
2023 Q4	$3.18M	Buy	7,217 +449	+7%	+$177K	0.1%	207
2023 Q3	$2.47M	Buy	6,768 +4,700	+227%	+$1.85M	0.09%	222
2023 Q2	$829K	Sell	2,068 -3	-0.1%	-$1.1K	0.03%	281
2023 Q1	$714K	Buy	2,071 +3	+0.1%	+$1.06K	0.03%	262
2022 Q4	$693K	Sell	2,068 -123	-6%	-$40.5K	0.07%	234
2022 Q3	$669K	Sell	2,191 -69	-3%	-$24.7K	0.03%	274
2022 Q2	$762K	Hold	2,260	–	–	0.03%	274
2022 Q1	$927K	Buy	2,260 +711	+46%	+$290K	0.03%	278
2021 Q4	$731K	Hold	1,549	–	–	0.03%	302
2021 Q3	$658K	Sell	1,549 -42	-3%	-$18.2K	0.03%	312
2021 Q2	$653K	Hold	1,591	–	–	0.02%	326
2021 Q1	$561K	Hold	1,591	–	–	0.02%	358
2020 Q4	$523K	Sell	1,591 -50	-3%	-$16.9K	0.02%	338
2020 Q3	$592K	Sell	1,641 -40	-2%	-$14.1K	0.02%	413
2020 Q2	$554K	Sell	1,681 -58	-3%	-$17.4K	0.03%	316
2020 Q1	$426K	Hold	1,739	–	–	0.03%	318
2019 Q4	$475K	Sell	1,739 -280	-14%	-$72.7K	0.03%	369
2019 Q3	$495K	Hold	2,019	–	–	0.03%	347
2019 Q2	$460K	Buy	2,019 +1,594	+375%	+$348K	0.03%	370
2019 Q1	$2.02K	Sell	425 -1,594	-79%	-$309K	0.01%	786
2018 Q4	$343K	Hold	2,019	–	–	0.02%	420
2018 Q3	$394K	Hold	2,019	–	–	0.02%	446
2018 Q2	$412K	Hold	2,019	–	–	0.03%	420
2018 Q1	$386K	Hold	2,019	–	–	0.03%	448
2017 Q4	$342K	Hold	2,019	–	–	0.02%	517
2017 Q3	$316K	Hold	2,019	–	–	0.02%	540
2017 Q2	$295K	Hold	2,019	–	–	0.02%	584
2017 Q1	$264K	Hold	2,019	–	–	0.02%	649
2016 Q4	$217K	Hold	2,019	–	–	0.02%	792
2016 Q3	$256K	Sell	2,019 -3	-0.1%	-$360	0.02%	639
2016 Q2	$217K	Buy	+2,022	New	+$217K	0.02%	679

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

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Shelton Capital Management's SPGI Position: Q2 2026 in Review

Shelton Capital Management reduced its S&P Global (SPGI) stake by 26% in Q2 2026, selling an estimated $233K and leaving 1,591 shares worth $648K. The position accounts for 0.01% of the portfolio, ranked #314.

Shelton Capital Management first reported a position in SPGI in Q2 2016 and has held it in 41 quarters since. The position peaked at $4.71M in Q2 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Shelton Capital Management held 1,591 shares of S&P Global worth $648K as of Q2 2026.
Shelton Capital Management sold 551 S&P Global shares in Q2 2026, an estimated $233K.
S&P Global made up 0.01% of Shelton Capital Management's portfolio in Q2 2026, its #314 holding.
Shelton Capital Management first reported a position in S&P Global in Q2 2016 and has held it in 41 quarters since.
Shelton Capital Management's S&P Global position peaked at $4.71M in Q2 2025.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.