SMC
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Smith, Moore & Co’s S&P Global SPGI Stock Holding History

Smith, Moore & Co’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 		– Sell
-615
Closed -$321K – 579
2025
Q4 		$321K Sell
615
-8
-1% -$3.96K 0.02% 401
2025
Q3 		$303K Buy
623
+20
+3% +$10.7K 0.02% 406
2025
Q2 		$318K Buy
603
+5
+0.8% +$2.5K 0.03% 385
2025
Q1 		$304K Buy
598
+35
+6% +$17.9K 0.03% 375
2024
Q4 		$281K Buy
563
+9
+2% +$4.57K 0.03% 382
2024
Q3 		$286K Buy
+554
New +$274K 0.03% 366

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Smith, Moore & Co's SPGI Position: Q1 2026 in Review

Smith, Moore & Co sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 615 shares — an estimated $321K sold.

Smith, Moore & Co first reported a position in SPGI in Q3 2024 and held it in 6 quarters. The position peaked at $321K in Q4 2025. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Smith, Moore & Co reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • Smith, Moore & Co sold 615 S&P Global shares in Q1 2026, an estimated $321K.
  • Smith, Moore & Co first reported a position in S&P Global in Q3 2024 and held it in 6 quarters.
  • Smith, Moore & Co's S&P Global position peaked at $321K in Q4 2025.
  • 2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.