SSG
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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
2022
Q3 		– Sell
-5,000
Closed -$1.69M – 1152
2022
Q2 		$1.69M Buy
+5,000
New +$1.78M 0.21% 85

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
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. 2,018 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.
  • 2,018 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.