SSG
SPGI icon

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
Q1 		– Sell
-5,700
Closed -$2.69M – 1340
2021
Q4 		$2.69M Buy
5,700
+5,643
+9,900% +$2.58M 0.13% 131
2021
Q3 		$2.42M Buy
+57
New +$24.7K 0.19% 127

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

Summit Securities Group's SPGI Position: Q1 2026 in Review

Summit Securities Group reduced its S&P Global (SPGI) stake by 84% in Q1 2026, selling an estimated $179K and leaving 75 shares worth $31.9K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

Summit Securities Group first reported a position in SPGI in Q3 2021 and has held it in 12 quarters since. The position peaked at $382K in Q3 2021. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Summit Securities Group held 75 shares of S&P Global worth $31.9K as of Q1 2026.
  • Summit Securities Group sold 386 S&P Global shares in Q1 2026, an estimated $179K.
  • S&P Global made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #449 holding.
  • Summit Securities Group first reported a position in S&P Global in Q3 2021 and has held it in 12 quarters since.
  • Summit Securities Group's S&P Global position peaked at $382K in Q3 2021.
  • 2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.