Simplex Trading
SPGI icon

Simplex Trading’s S&P Global SPGI Stock Holding History

Simplex Trading’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
Q3 		$802K Buy
2,033
+458
+29% +$194K ﹤0.01% 3003
2026
Q2 		$641K Buy
+1,575
New +$665K ﹤0.01% 3300
2025
Q4 		– Sell
-6,245
Closed -$3.09M – 9966
2025
Q3 		$3.04M Buy
+6,245
New +$3.34M ﹤0.01% 1913
2025
Q1 		– Sell
-144
Closed -$73.6K – 9602
2024
Q4 		$71K Buy
+144
New +$73.1K ﹤0.01% 5514
2024
Q2 		– Sell
-6,763
Closed -$2.9M – 9739
2024
Q1 		$2.88M Buy
+6,763
New +$2.93M ﹤0.01% 2069
2023
Q1 		– Sell
-2,381
Closed -$838K – 10058
2022
Q4 		$797K Sell
2,381
-21,120
-90% -$6.96M ﹤0.01% 2697
2022
Q3 		$7.18M Buy
+23,501
New +$8.41M 0.01% 967
2022
Q1 		– Sell
-3,499
Closed -$1.43M – 11333
2021
Q4 		$1.65M Sell
3,499
-30,393
-90% -$13.9M ﹤0.01% 2239
2021
Q3 		$14M Buy
33,892
+826
+2% +$358K 0.01% 580
2021
Q2 		$13.6M Buy
33,066
+28,326
+598% +$10.9M 0.01% 584
2021
Q1 		$1.67M Buy
+4,740
New +$1.58M ﹤0.01% 1825
2019
Q2 		– Sell
-5,891
Closed -$1.29M – 7744
2019
Q1 		$1.24M Buy
+5,891
New +$1.14M ﹤0.01% 1808
2017
Q2 		– Sell
-5,464
Closed -$759K – 6743
2017
Q1 		$714K Sell
5,464
-2,228
-29% -$277K 0.03% 505
2016
Q4 		$827K Buy
+7,692
New +$919K 0.05% 324

Other funds holding SPGI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Simplex Trading's SPGI Position: Q3 2026 in Review

Simplex Trading increased its S&P Global (SPGI) stake by 29% in Q3 2026, buying an estimated $194K and bringing the position to 2,033 shares worth $802K. The position accounts for ﹤0.01% of the portfolio, ranked #3003.

Simplex Trading first reported a position in SPGI in Q4 2016 and has held it in 14 quarters since. The position peaked at $14M in Q3 2021. 1,268 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Simplex Trading held 2,033 shares of S&P Global worth $802K as of Q3 2026.
  • Simplex Trading bought 458 S&P Global shares in Q3 2026, an estimated $194K.
  • S&P Global made up ﹤0.01% of Simplex Trading's portfolio in Q3 2026, its #3003 holding.
  • Simplex Trading first reported a position in S&P Global in Q4 2016 and has held it in 14 quarters since.
  • Simplex Trading's S&P Global position peaked at $14M in Q3 2021.
  • 1,268 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Simplex Trading's 13F filing for Q3 2026, filed 4 Nov 2026.