Summit Securities Group’s S&P Global SPGI Stock Holding History

Summit Securities 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	$28.5K	Sell	70 -5	-7%	-$2.11K	﹤0.01%	660
2026 Q1	$31.9K	Sell	75 -386	-84%	-$179K	﹤0.01%	449
2025 Q4	$241K	Sell	461 -76	-14%	-$37.6K	0.03%	299
2025 Q3	$261K	Buy	537 +326	+155%	+$175K	0.05%	236
2025 Q2	$111K	Buy	+211	New	+$105K	0.02%	346
2025 Q1	–	Sell	-2	Closed	-$996	–	1081
2024 Q4	$996	Buy	+2	New	+$1.01K	﹤0.01%	551
2023 Q3	–	Sell	-429	Closed	-$172K	–	979
2023 Q2	$172K	Sell	429 -219	-34%	-$80K	0.02%	232
2023 Q1	$223K	Buy	648 +312	+93%	+$110K	0.02%	206
2022 Q4	$113K	Sell	336 -870	-72%	-$287K	﹤0.01%	575
2022 Q3	$368K	Buy	1,206 +480	+66%	+$172K	0.03%	300
2022 Q2	$245K	Buy	726 +581	+401%	+$207K	0.03%	271
2022 Q1	$59K	Buy	+145	New	+$59.1K	0.01%	582
2021 Q4	–	Sell	-900	Closed	-$412K	–	929
2021 Q3	$382K	Buy	+900	New	+$390K	0.03%	461

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

Summit Securities Group's SPGI Position: Q2 2026 in Review

Summit Securities Group reduced its S&P Global (SPGI) stake by 6.7% in Q2 2026, selling an estimated $2.11K and leaving 70 shares worth $28.5K. The position accounts for ﹤0.01% of the portfolio, ranked #660.

Summit Securities Group first reported a position in SPGI in Q3 2021 and has held it in 13 quarters since. The position peaked at $382K in Q3 2021. 2,009 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Summit Securities Group held 70 shares of S&P Global worth $28.5K as of Q2 2026.
Summit Securities Group sold 5 S&P Global shares in Q2 2026, an estimated $2.11K.
S&P Global made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #660 holding.
Summit Securities Group first reported a position in S&P Global in Q3 2021 and has held it in 13 quarters since.
Summit Securities Group's S&P Global position peaked at $382K in Q3 2021.
2,009 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.