Totem Point Management’s S&P Global SPGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.7M Buy
18,909
+7,227
+62% +$3.05M 4.71% 11
2026
Q1
$4.97M Sell
11,682
-10,897
-48% -$5.06M 6.34% 7
2025
Q4
$11.8M Buy
22,579
+10,210
+83% +$5.05M 11.77% 2
2025
Q3
$6.02M Sell
12,369
-7,714
-38% -$4.13M 5.37% 9
2025
Q2
$10.6M Sell
20,083
-6,948
-26% -$3.47M 11.15% 2
2025
Q1
$13.7M Buy
27,031
+1,231
+5% +$629K 16.92% 1
2024
Q4
$12.8M Buy
25,800
+3,761
+17% +$1.91M 13.62% 1
2024
Q3
$11.4M Buy
22,039
+1,353
+7% +$670K 12.04% 2
2024
Q2
$9.23M Sell
20,686
-6,037
-23% -$2.59M 13.5% 2
2024
Q1
$11.4M Buy
26,723
+6,089
+30% +$2.64M 12.44% 1
2023
Q4
$9.09M Sell
20,634
-2,142
-9% -$845K 11.78% 2
2023
Q3
$8.32M Sell
22,776
-3,986
-15% -$1.57M 11.81% 1
2023
Q2
$10.7M Sell
26,762
-8,332
-24% -$3.04M 9.8% 2
2023
Q1
$12.1M Buy
35,094
+1,447
+4% +$509K 11.66% 1
2022
Q4
$11.3M Buy
33,647
+13,857
+70% +$4.57M 15.28% 2
2022
Q3
$6.04M Buy
19,790
+1,558
+9% +$557K 10.42% 5
2022
Q2
$6.14M Sell
18,232
-4,755
-21% -$1.7M 13.25% 2
2022
Q1
$9.43M Buy
22,987
+985
+4% +$401K 7.37% 6
2021
Q4
$10.4M Sell
22,002
-2,481
-10% -$1.13M 6.86% 10
2021
Q3
$10.4M Sell
24,483
-6,120
-20% -$2.65M 6.77% 7
2021
Q2
$12.6M Sell
30,603
-13,351
-30% -$5.13M 6.29% 7
2021
Q1
$15.5M Buy
43,954
+7,889
+22% +$2.63M 6.86% 8
2020
Q4
$11.9M Sell
36,065
-24,140
-40% -$8.14M 4.92% 11
2020
Q3
$21.7M Buy
60,205
+9,947
+20% +$3.51M 7.21% 5
2020
Q2
$16.6M Sell
50,258
-16,124
-24% -$4.85M 6.04% 8
2020
Q1
$16.3M Buy
66,382
+1,831
+3% +$502K 8.32% 5
2019
Q4
$17.6M Buy
64,551
+2,747
+4% +$714K 7.52% 6
2019
Q3
$15.1M Sell
61,804
-227
-0.4% -$56.7K 8.33% 4
2019
Q2
$14.1M Buy
62,031
+626
+1% +$137K 6.8% 5
2019
Q1
$12.9M Buy
61,405
+34,506
+128% +$6.68M 8.27% 5
2018
Q4
$4.57M Buy
+26,899
New +$4.82M 3.43% 14

Other funds holding SPGI

Totem Point Management's SPGI Position: Q2 2026 in Review

Totem Point Management increased its S&P Global (SPGI) stake by 62% in Q2 2026, buying an estimated $3.05M and bringing the position to 18,909 shares worth $7.7M. The position accounts for 4.71% of the portfolio, ranked #11.

Totem Point Management first reported a position in SPGI in Q4 2018 and has held it in 31 quarters since. The position peaked at $21.7M in Q3 2020. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Totem Point Management held 18,909 shares of S&P Global worth $7.7M as of Q2 2026.
  • Totem Point Management bought 7,227 S&P Global shares in Q2 2026, an estimated $3.05M.
  • S&P Global made up 4.71% of Totem Point Management's portfolio in Q2 2026, its #11 holding.
  • Totem Point Management first reported a position in S&P Global in Q4 2018 and has held it in 31 quarters since.
  • Totem Point Management's S&P Global position peaked at $21.7M in Q3 2020.
  • 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Totem Point Management's 13F filing for Q2 2026, filed 14 Aug 2026.