Systematic Alpha Investments’s S&P Global SPGI Stock Holding History

Systematic Alpha Investments’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	–	Sell	-452	Closed	-$236K	–	240
2025 Q4	$236K	Hold	452	–	–	0.01%	207
2025 Q3	$220K	Hold	452	–	–	0.01%	215
2025 Q2	$238K	Hold	452	–	–	0.01%	208
2025 Q1	$230K	Hold	452	–	–	0.01%	210
2024 Q4	$225K	Hold	452	–	–	0.01%	208
2024 Q3	$234K	Hold	452	–	–	0.01%	205
2024 Q2	$202K	Buy	+452	New	+$194K	0.01%	212
2024 Q1	–	Sell	-452	Closed	-$199K	–	266
2023 Q4	$199K	Hold	452	–	–	0.01%	215
2023 Q3	$165K	Buy	+452	New	+$178K	0.01%	218
2022 Q1	–	Sell	-452	Closed	-$213K	–	247
2021 Q4	$213K	Hold	452	–	–	0.01%	219
2021 Q3	$214K	Hold	452	–	–	0.01%	223
2021 Q2	$196K	Buy	452 +64	+16%	+$24.6K	0.01%	183
2021 Q1	$137K	Hold	388	–	–	0.01%	138
2020 Q4	$128K	Buy	+388	New	+$131K	0.01%	107

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Systematic Alpha Investments's SPGI Position: Q1 2026 in Review

Systematic Alpha Investments sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 452 shares — an estimated $236K sold.

Systematic Alpha Investments first reported a position in SPGI in Q4 2020 and held it in 14 quarters. The position peaked at $238K in Q2 2025. 2,108 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Systematic Alpha Investments reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
Systematic Alpha Investments sold 452 S&P Global shares in Q1 2026, an estimated $236K.
Systematic Alpha Investments first reported a position in S&P Global in Q4 2020 and held it in 14 quarters.
Systematic Alpha Investments's S&P Global position peaked at $238K in Q2 2025.
2,108 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Systematic Alpha Investments's 13F filing for Q1 2026, filed 18 May 2026.