Smartleaf Asset Management’s S&P Global SPGI Stock Holding History

Smartleaf Asset 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 Q1	$2.09M	Sell	5,007 -678	-12%	-$315K	0.08%	236
2025 Q4	$3M	Buy	5,685 +661	+13%	+$327K	0.11%	159
2025 Q3	$2.47M	Buy	5,024 +949	+23%	+$508K	0.15%	144
2025 Q2	$2.11M	Sell	4,075 -91	-2%	-$45.4K	0.19%	110
2025 Q1	$2.09M	Buy	4,166 +496	+14%	+$253K	0.2%	106
2024 Q4	$1.83M	Buy	3,670 +541	+17%	+$275K	0.19%	123
2024 Q3	$1.6M	Buy	3,129 +819	+35%	+$405K	0.19%	119
2024 Q2	$1.04M	Buy	2,310 +419	+22%	+$180K	0.17%	140
2024 Q1	$800K	Buy	1,891 +561	+42%	+$243K	0.15%	158
2023 Q4	$594K	Buy	+1,330	New	+$525K	0.16%	140

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

Smartleaf Asset Management's SPGI Position: Q1 2026 in Review

Smartleaf Asset Management reduced its S&P Global (SPGI) stake by 12% in Q1 2026, selling an estimated $315K and leaving 5,007 shares worth $2.09M. The position accounts for 0.08% of the portfolio, ranked #236.

Smartleaf Asset Management first reported a position in SPGI in Q4 2023 and has held it in 10 quarters since. The position peaked at $3M in Q4 2025. 2,108 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Smartleaf Asset Management held 5,007 shares of S&P Global worth $2.09M as of Q1 2026.
Smartleaf Asset Management sold 678 S&P Global shares in Q1 2026, an estimated $315K.
S&P Global made up 0.08% of Smartleaf Asset Management's portfolio in Q1 2026, its #236 holding.
Smartleaf Asset Management first reported a position in S&P Global in Q4 2023 and has held it in 10 quarters since.
Smartleaf Asset Management's S&P Global position peaked at $3M in Q4 2025.
2,108 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.