Smart Money Group’s S&P Global SPGI Stock Holding History

Smart Money Group’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	$1.01M	Buy	2,486 +186	+8%	+$78.5K	0.26%	56
2026 Q1	$978K	Buy	2,300 +150	+7%	+$69.6K	0.28%	52
2025 Q4	$1.12M	Buy	2,150 +14	+0.7%	+$6.93K	0.33%	41
2025 Q3	$1.04M	Buy	2,136 +80	+4%	+$42.8K	0.31%	45
2025 Q2	$1.08M	Buy	2,056 +203	+11%	+$101K	0.34%	35
2025 Q1	$941K	Buy	1,853 +419	+29%	+$214K	0.32%	38
2024 Q4	$714K	Buy	1,434 +74	+5%	+$37.5K	0.25%	63
2024 Q3	$653K	Buy	1,360 +105	+8%	+$52K	0.23%	64
2024 Q2	$608K	Buy	1,255 +165	+15%	+$70.8K	0.22%	63
2024 Q1	$453K	Buy	1,090 +449	+70%	+$195K	0.18%	68
2023 Q4	$282K	Buy	+641	New	+$253K	0.12%	72

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

Smart Money Group's SPGI Position: Q2 2026 in Review

Smart Money Group increased its S&P Global (SPGI) stake by 8.1% in Q2 2026, buying an estimated $78.5K and bringing the position to 2,486 shares worth $1.01M. The position accounts for 0.26% of the portfolio, ranked #56.

Smart Money Group first reported a position in SPGI in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.12M in Q4 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Smart Money Group held 2,486 shares of S&P Global worth $1.01M as of Q2 2026.
Smart Money Group bought 186 S&P Global shares in Q2 2026, an estimated $78.5K.
S&P Global made up 0.26% of Smart Money Group's portfolio in Q2 2026, its #56 holding.
Smart Money Group first reported a position in S&P Global in Q4 2023 and has held it in 11 quarters since.
Smart Money Group's S&P Global position peaked at $1.12M in Q4 2025.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Smart Money Group's 13F filing for Q2 2026, filed 29 Jul 2026.