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
Q2 		$7.37M Buy
18,100
+2,200
+14% +$929K ﹤0.01% 942
2026
Q1 		$6.76M Buy
15,900
+1,400
+10% +$650K ﹤0.01% 905
2025
Q4 		$7.58M Sell
14,500
-7,300
-33% -$3.61M ﹤0.01% 1027
2025
Q3 		$10.6M Buy
21,800
+12,000
+122% +$6.43M 0.01% 932
2025
Q2 		$5.17M Sell
9,800
-4,700
-32% -$2.35M ﹤0.01% 1317
2025
Q1 		$7.37M Sell
14,500
-104,600
-88% -$53.4M ﹤0.01% 1064
2024
Q4 		$59.3M Sell
119,100
-10,000
-8% -$5.07M 0.03% 269
2024
Q3 		$66.7M Buy
129,100
+89,300
+224% +$44.2M 0.04% 241
2024
Q2 		$17.8M Sell
39,800
-1,900
-5% -$815K 0.01% 678
2024
Q1 		$17.7M Buy
41,700
+1,700
+4% +$737K 0.01% 774
2023
Q4 		$17.6M Buy
40,000
+21,500
+116% +$8.48M 0.01% 777
2023
Q3 		$6.76M Buy
18,500
+6,500
+54% +$2.56M 0.01% 1155
2023
Q2 		$4.81M Sell
12,000
-11,700
-49% -$4.27M ﹤0.01% 1342
2023
Q1 		$8.17M Sell
23,700
-78,000
-77% -$27.5M 0.01% 1001
2022
Q4 		$34.1M Buy
101,700
+30,000
+42% +$9.89M 0.04% 378
2022
Q3 		$21.9M Sell
71,700
-226,400
-76% -$81M 0.02% 488
2022
Q2 		$100M Buy
298,100
+137,900
+86% +$49.2M 0.11% 118
2022
Q1 		$65.7M Buy
160,200
+121,700
+316% +$49.6M 0.06% 229
2021
Q4 		$18.2M Sell
38,500
-9,600
-20% -$4.39M 0.02% 549
2021
Q3 		$19.8M Buy
48,100
+2,400
+5% +$1.04M 0.02% 458
2021
Q2 		$18.8M Buy
45,700
+45,449
+18,107% +$17.5M 0.02% 470
2021
Q1 		$8.86M Buy
+251
New +$83.5K 0.02% 514
2020
Q4 		– Sell
-459
Closed -$16.6M – 9033
2020
Q3 		$16.6M Buy
459
+181
+65% +$63.9K 0.02% 367
2020
Q2 		$9.16M Sell
278
-311
-53% -$93.5K 0.01% 554
2020
Q1 		$14.4M Buy
589
+65
+12% +$17.8K 0.03% 306
2019
Q4 		$14.3M Buy
524
+138
+36% +$35.9K 0.03% 357
2019
Q3 		$9.46M Sell
386
-211
-35% -$52.7K 0.03% 438
2019
Q2 		$13.6M Sell
597
-217
-27% -$47.4K 0.04% 313
2019
Q1 		$17.1M Buy
814
+699
+608% +$135K 0.05% 262
2018
Q4 		$1.95M Buy
115
+28
+32% +$5.02K 0.01% 1110
2018
Q3 		$1.7M Sell
87
-74
-46% -$15.3K 0.01% 1382
2018
Q2 		$3.28M Sell
161
-182
-53% -$36K 0.01% 798
2018
Q1 		$39K Buy
343
+278
+428% +$51.3K ﹤0.01% 2696
2017
Q4 		$3K Sell
65
-429
-87% -$70K ﹤0.01% 4983
2017
Q3 		$44K Buy
494
+165
+50% +$25.1K ﹤0.01% 2421
2017
Q2 		$29K Sell
329
-401
-55% -$55.7K ﹤0.01% 2927
2017
Q1 		$73K Buy
730
+573
+365% +$71.2K ﹤0.01% 2018
2016
Q4 		$114K Buy
157
+86
+121% +$10.3K 0.01% 1429
2016
Q3 		$3K Buy
71
+35
+97% +$4.2K ﹤0.01% 4734
2016
Q2 		$2K Buy
+36
New +$3.86K ﹤0.01% 5005

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

Simplex Trading's SPGI Position: Q2 2026 in Review

Simplex Trading opened a new position in S&P Global (SPGI) in Q2 2026: 1,575 shares worth $641K. The stake represents ﹤0.01% of the portfolio and ranks #3300 among its holdings. This is a return to the name: Simplex Trading previously reported a position in SPGI as recently as Q3 2025.

Simplex Trading first reported a position in SPGI in Q4 2016 and has held it in 13 quarters since. The position peaked at $14M in Q3 2021. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Simplex Trading held 1,575 shares of S&P Global worth $641K as of Q2 2026.
  • S&P Global was a new Simplex Trading position in Q2 2026.
  • S&P Global made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #3300 holding.
  • Simplex Trading first reported a position in S&P Global in Q4 2016 and has held it in 13 quarters since.
  • Simplex Trading's S&P Global position peaked at $14M in Q3 2021.
  • 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.