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Summit Trail Advisors’s S&P Global SPGI Stock Holding History

Summit Trail Advisors’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 		$4.74M Buy
11,139
+2,156
+24% +$1M 0.07% 176
2025
Q4 		$4.69M Sell
8,983
-1,477
-14% -$731K 0.08% 138
2025
Q3 		$5.09M Buy
10,460
+1,831
+21% +$980K 0.07% 141
2025
Q2 		$4.55M Buy
8,629
+2,139
+33% +$1.07M 0.08% 132
2025
Q1 		$3.3M Buy
6,490
+1,440
+29% +$736K 0.11% 62
2024
Q4 		$2.52M Buy
5,050
+1,636
+48% +$830K 0.09% 73
2024
Q3 		$1.76M Buy
3,414
+889
+35% +$440K 0.04% 175
2024
Q2 		$1.13M Buy
2,525
+250
+11% +$107K 0.03% 225
2024
Q1 		$968K Buy
2,275
+233
+11% +$101K 0.03% 220
2023
Q4 		$900K Sell
2,042
-92
-4% -$36.3K 0.03% 195
2023
Q3 		$780K Sell
2,134
-318
-13% -$125K 0.03% 201
2023
Q2 		$983K Buy
2,452
+1,204
+96% +$440K 0.04% 173
2023
Q1 		$430K Buy
1,248
+131
+12% +$46.1K 0.02% 240
2022
Q4 		$374K Sell
1,117
-347
-24% -$114K 0.02% 236
2022
Q3 		$447K Buy
1,464
+294
+25% +$105K 0.02% 195
2022
Q2 		$394K Buy
+1,170
New +$417K 0.02% 221
2018
Q1 		– Sell
-794
Closed -$144K – 1475
2017
Q4 		$144K Buy
+794
New +$130K 0.02% 525

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 Trail Advisors's SPGI Position: Q1 2026 in Review

Summit Trail Advisors increased its S&P Global (SPGI) stake by 24% in Q1 2026, buying an estimated $1M and bringing the position to 11,139 shares worth $4.74M. The position accounts for 0.07% of the portfolio, ranked #176.

Summit Trail Advisors first reported a position in SPGI in Q4 2017 and has held it in 17 quarters since. The position peaked at $5.09M in Q3 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Summit Trail Advisors held 11,139 shares of S&P Global worth $4.74M as of Q1 2026.
  • Summit Trail Advisors bought 2,156 S&P Global shares in Q1 2026, an estimated $1M.
  • S&P Global made up 0.07% of Summit Trail Advisors's portfolio in Q1 2026, its #176 holding.
  • Summit Trail Advisors first reported a position in S&P Global in Q4 2017 and has held it in 17 quarters since.
  • Summit Trail Advisors's S&P Global position peaked at $5.09M in Q3 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.