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Summitry LLC’s S&P Global SPGI Stock Holding History

Summitry LLC’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 		$203K Buy
+498
New +$210K 0.01% 332
2026
Q1 		– Sell
-1,052
Closed -$550K – 310
2025
Q4 		$550K Buy
1,052
+103
+11% +$51K 0.02% 113
2025
Q3 		$462K Buy
949
+66
+7% +$35.3K 0.02% 111
2025
Q2 		$466K Buy
883
+18
+2% +$8.98K 0.02% 101
2025
Q1 		$440K Buy
865
+8
+0.9% +$4.09K 0.02% 92
2024
Q4 		$427K Sell
857
-8
-0.9% -$4.06K 0.02% 87
2024
Q3 		$447K Buy
+865
New +$428K 0.02% 86

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

Summitry LLC's SPGI Position: Q2 2026 in Review

Summitry LLC opened a new position in S&P Global (SPGI) in Q2 2026: 498 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #332 among its holdings. This is a return to the name: Summitry LLC previously reported a position in SPGI as recently as Q4 2025.

Summitry LLC first reported a position in SPGI in Q3 2024 and has held it in 7 quarters since. The position peaked at $550K in Q4 2025. 2,005 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Summitry LLC held 498 shares of S&P Global worth $203K as of Q2 2026.
  • S&P Global was a new Summitry LLC position in Q2 2026.
  • S&P Global made up 0.01% of Summitry LLC's portfolio in Q2 2026, its #332 holding.
  • Summitry LLC first reported a position in S&P Global in Q3 2024 and has held it in 7 quarters since.
  • Summitry LLC's S&P Global position peaked at $550K in Q4 2025.
  • 2,005 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.