Symmetry Partners’s S&P Global SPGI Stock Holding History

Symmetry Partners’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	–	Sell	-559	Closed	-$238K	–	309
2026 Q1	$238K	Buy	+559	New	+$260K	0.01%	170
2024 Q3	–	Sell	-1,214	Closed	-$541K	–	444
2024 Q2	$541K	Sell	1,214 -276	-19%	-$118K	0.03%	266
2024 Q1	$634K	Hold	1,490	–	–	0.05%	252
2023 Q4	$658K	Sell	1,490 -313	-17%	-$124K	0.04%	230
2023 Q3	$659K	Hold	1,803	–	–	0.04%	247
2023 Q2	$723K	Hold	1,803	–	–	0.04%	248
2023 Q1	$622K	Hold	1,803	–	–	0.03%	275
2022 Q4	$604K	Sell	1,803 -668	-27%	-$220K	0.04%	282
2022 Q3	$755K	Sell	2,471 -348	-12%	-$125K	0.05%	216
2022 Q2	$950K	Sell	2,819 -486	-15%	-$173K	0.06%	178
2022 Q1	$1.36M	Buy	3,305 +1,292	+64%	+$526K	0.09%	145
2021 Q4	$950K	Sell	2,013 -86	-4%	-$39.3K	0.06%	224
2021 Q3	$892K	Hold	2,099	–	–	0.06%	253
2021 Q2	$862K	Hold	2,099	–	–	0.06%	267
2021 Q1	$741K	Sell	2,099 -107	-5%	-$35.6K	0.05%	273
2020 Q4	$725K	Sell	2,206 -431	-16%	-$145K	0.06%	261
2020 Q3	$951K	Buy	+2,637	New	+$930K	0.08%	174

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

Symmetry Partners's SPGI Position: Q2 2026 in Review

Symmetry Partners sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 559 shares — an estimated $238K sold.

Symmetry Partners first reported a position in SPGI in Q3 2020 and held it in 17 quarters. The position peaked at $1.36M in Q1 2022. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Symmetry Partners reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
Symmetry Partners sold 559 S&P Global shares in Q2 2026, an estimated $238K.
Symmetry Partners first reported a position in S&P Global in Q3 2020 and held it in 17 quarters.
Symmetry Partners's S&P Global position peaked at $1.36M in Q1 2022.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Symmetry Partners's 13F filing for Q2 2026, filed 23 Jul 2026.