Summit Global Investments’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $259K | Buy |
636
+2
| +0.3% | +$845 | 0.01% | 482 |
|
|
2026
Q1 | $270K | Sell |
634
-65
| -9% | -$30.2K | 0.02% | 431 |
|
|
2025
Q4 | $365K | Sell |
699
-25
| -3% | -$12.4K | 0.02% | 389 |
|
|
2025
Q3 | $352K | Sell |
724
-15
| -2% | -$8.03K | 0.02% | 369 |
|
|
2025
Q2 | $390K | Sell |
739
-6,950
| -90% | -$3.47M | 0.02% | 343 |
|
|
2025
Q1 | $3.91M | Buy |
7,689
+6,575
| +590% | +$3.36M | 0.28% | 57 |
|
|
2024
Q4 | $555K | Buy |
1,114
+354
| +47% | +$180K | 0.03% | 339 |
|
|
2024
Q3 | $393K | Sell |
760
-4
| -0.5% | -$1.98K | 0.03% | 397 |
|
|
2024
Q2 | $341K | Sell |
764
-575
| -43% | -$247K | 0.02% | 404 |
|
|
2024
Q1 | $570K | Sell |
1,339
-808
| -38% | -$350K | 0.04% | 308 |
|
|
2023
Q4 | $946K | Buy |
2,147
+350
| +19% | +$138K | 0.06% | 248 |
|
|
2023
Q3 | $657K | Sell |
1,797
-167
| -9% | -$65.7K | 0.04% | 293 |
|
|
2023
Q2 | $787K | Sell |
1,964
-10,036
| -84% | -$3.67M | 0.05% | 269 |
|
|
2023
Q1 | $4.14M | Sell |
12,000
-3,149
| -21% | -$1.11M | 0.32% | 83 |
|
|
2022
Q4 | $5.07M | Sell |
15,149
-13,501
| -47% | -$4.45M | 0.43% | 72 |
|
|
2022
Q3 | $8.75M | Buy |
28,650
+395
| +1% | +$141K | 0.81% | 29 |
|
|
2022
Q2 | $9.52M | Buy |
28,255
+511
| +2% | +$182K | 0.84% | 30 |
|
|
2022
Q1 | $11.4M | Sell |
27,744
-2,472
| -8% | -$1.01M | 0.84% | 29 |
|
|
2021
Q4 | $14.3M | Buy |
30,216
+401
| +1% | +$183K | 0.92% | 26 |
|
|
2021
Q3 | $12.7M | Buy |
29,815
+695
| +2% | +$301K | 0.95% | 26 |
|
|
2021
Q2 | $12M | Sell |
29,120
-723
| -2% | -$278K | 0.72% | 26 |
|
|
2021
Q1 | $10.5M | Sell |
29,843
-1,560
| -5% | -$519K | 0.67% | 36 |
|
|
2020
Q4 | $10.3M | Sell |
31,403
-33,213
| -51% | -$11.2M | 1.03% | 27 |
|
|
2020
Q3 | $23.3M | Buy |
64,616
+304
| +0.5% | +$107K | 2.41% | 10 |
|
|
2020
Q2 | $21.2M | Sell |
64,312
-1,471
| -2% | -$442K | 2.44% | 11 |
|
|
2020
Q1 | $16.1M | Sell |
65,783
-12,802
| -16% | -$3.51M | 2.35% | 11 |
|
|
2019
Q4 | $21.5M | Sell |
78,585
-895
| -1% | -$233K | 2.33% | 2 |
|
|
2019
Q3 | $19.5M | Sell |
79,480
-2,239
| -3% | -$560K | 2.26% | 5 |
|
|
2019
Q2 | $18.6M | Sell |
81,719
-25,087
| -23% | -$5.48M | 2.34% | 2 |
|
|
2019
Q1 | $22.5M | Sell |
106,806
-2,429
| -2% | -$470K | 2.87% | 1 |
|
|
2018
Q4 | $18.6M | Buy |
109,235
+3,400
| +3% | +$609K | 2.88% | 2 |
|
|
2018
Q3 | $20.7M | Buy |
105,835
+7,442
| +8% | +$1.54M | 2.78% | 3 |
|
|
2018
Q2 | $20.1M | Buy |
98,393
+4,575
| +5% | +$904K | 3.03% | 2 |
|
|
2018
Q1 | $17.9M | Buy |
93,818
+53,872
| +135% | +$9.94M | 2.85% | 4 |
|
|
2017
Q4 | $6.77M | Buy |
+39,946
| New | +$6.52M | 1.05% | 36 |
|
Other funds holding SPGI
RCWMU
PAM
RG
ATO
Summit Global Investments's SPGI Position: Q2 2026 in Review
Summit Global Investments increased its S&P Global (SPGI) stake by 0.32% in Q2 2026, buying an estimated $845 and bringing the position to 636 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #482.
Summit Global Investments first reported a position in SPGI in Q4 2017 and has held it in 35 quarters since. The position peaked at $23.3M in Q3 2020. 876 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.
- Summit Global Investments held 636 shares of S&P Global worth $259K as of Q2 2026.
- Summit Global Investments bought 2 S&P Global shares in Q2 2026, an estimated $845.
- S&P Global made up 0.01% of Summit Global Investments's portfolio in Q2 2026, its #482 holding.
- Summit Global Investments first reported a position in S&P Global in Q4 2017 and has held it in 35 quarters since.
- Summit Global Investments's S&P Global position peaked at $23.3M in Q3 2020.
- 876 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.
Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.