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 Q2	$2.05M	Hold	5,007	–	–	0.07%	248
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 $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

Smartleaf Asset Management's SPGI Position: Q2 2026 in Review

Smartleaf Asset Management held its S&P Global (SPGI) position steady in Q2 2026 at 5,007 shares worth $2.05M. The position accounts for 0.07% of the portfolio, ranked #248.

Smartleaf Asset Management first reported a position in SPGI in Q4 2023 and has held it in 11 quarters since. The position peaked at $3M in Q4 2025. 2,024 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Smartleaf Asset Management held 5,007 shares of S&P Global worth $2.05M as of Q2 2026.
Smartleaf Asset Management left its S&P Global share count unchanged in Q2 2026.
S&P Global made up 0.07% of Smartleaf Asset Management's portfolio in Q2 2026, its #248 holding.
Smartleaf Asset Management first reported a position in S&P Global in Q4 2023 and has held it in 11 quarters since.
Smartleaf Asset Management's S&P Global position peaked at $3M in Q4 2025.
2,024 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.