Silver Lake Advisory’s S&P Global SPGI Stock Holding History

Silver Lake 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	$219K	Buy	515 +1	+0.2%	+$464	0.09%	100
2025 Q4	$269K	Buy	514 +1	+0.2%	+$495	0.1%	95
2025 Q3	$250K	Sell	513 -19	-4%	-$10.2K	0.1%	93
2025 Q2	$281K	Buy	532 +1	+0.2%	+$499	0.12%	92
2025 Q1	$270K	Buy	531 +1	+0.2%	+$511	0.12%	91
2024 Q4	$264K	Buy	530 +1	+0.2%	+$507	0.12%	90
2024 Q3	$273K	Buy	529 +1	+0.2%	+$495	0.11%	92
2024 Q2	$236K	Sell	528 -24	-4%	-$10.3K	0.11%	90
2024 Q1	$235K	Buy	+552	New	+$239K	0.1%	90
2023 Q3	–	Sell	-549	Closed	-$220K	–	86
2023 Q2	$220K	Buy	+549	New	+$201K	0.12%	90
2022 Q2	–	Sell	-557	Closed	-$228K	–	103
2022 Q1	$228K	Buy	557 +1	+0.2%	+$407	0.11%	97
2021 Q4	$262K	Buy	556 +1	+0.2%	+$457	0.12%	95
2021 Q3	$236K	Buy	555 +1	+0.2%	+$433	0.12%	100
2021 Q2	$241K	Buy	+554	New	+$213K	0.12%	97
2020 Q4	–	Sell	-570	Closed	-$206K	–	94
2020 Q3	$206K	Buy	+570	New	+$201K	0.13%	87

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Silver Lake Advisory's SPGI Position: Q1 2026 in Review

Silver Lake Advisory increased its S&P Global (SPGI) stake by 0.19% in Q1 2026, buying an estimated $464 and bringing the position to 515 shares worth $219K. The position accounts for 0.09% of the portfolio, ranked #100.

Silver Lake Advisory first reported a position in SPGI in Q3 2020 and has held it in 15 quarters since. The position peaked at $281K in Q2 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Silver Lake Advisory held 515 shares of S&P Global worth $219K as of Q1 2026.
Silver Lake Advisory bought 1 S&P Global share in Q1 2026, an estimated $464.
S&P Global made up 0.09% of Silver Lake Advisory's portfolio in Q1 2026, its #100 holding.
Silver Lake Advisory first reported a position in S&P Global in Q3 2020 and has held it in 15 quarters since.
Silver Lake Advisory's S&P Global position peaked at $281K in Q2 2025.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Silver Lake Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.