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Traphagen Investment Advisors’s S&P Global SPGI Stock Holding History

Traphagen Investment 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 		– Sell
-509
Closed -$266K – 212
2025
Q4 		$266K Buy
509
+4
+0.8% +$1.98K 0.02% 167
2025
Q3 		$246K Buy
505
+3
+0.6% +$1.61K 0.02% 167
2025
Q2 		$265K Hold
502
– – 0.03% 155
2025
Q1 		$255K Hold
502
– – 0.03% 151
2024
Q4 		$250K Hold
502
– – 0.03% 152
2024
Q3 		$259K Buy
502
+2
+0.4% +$990 0.03% 146
2024
Q2 		$223K Sell
500
-155
-24% -$66.5K 0.02% 153
2024
Q1 		$279K Buy
655
+2
+0.3% +$867 0.03% 140
2023
Q4 		$288K Sell
653
-125
-16% -$49.3K 0.03% 131
2023
Q3 		$284K Buy
778
+1
+0.1% +$393 0.04% 124
2023
Q2 		$312K Sell
777
-193
-20% -$70.5K 0.04% 118
2023
Q1 		$335K Buy
970
+17
+2% +$5.98K 0.05% 113
2022
Q4 		$319K Buy
953
+6
+0.6% +$1.98K 0.05% 110
2022
Q3 		$289K Hold
947
– – 0.05% 105
2022
Q2 		$319K Buy
947
+37
+4% +$13.2K 0.06% 100
2022
Q1 		$373K Buy
910
+210
+30% +$85.5K 0.06% 91
2021
Q4 		$330K Buy
700
+100
+17% +$45.7K 0.05% 107
2021
Q3 		$255K Hold
600
– – 0.05% 116
2021
Q2 		$246K Hold
600
– – 0.04% 121
2021
Q1 		$212K Buy
+600
New +$200K 0.04% 133
2020
Q4 		– Sell
-600
Closed -$216K – 138
2020
Q3 		$216K Buy
+600
New +$212K 0.04% 115

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $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

Traphagen Investment Advisors's SPGI Position: Q1 2026 in Review

Traphagen Investment Advisors sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 509 shares — an estimated $266K sold.

Traphagen Investment Advisors first reported a position in SPGI in Q3 2020 and held it in 21 quarters. The position peaked at $373K in Q1 2022. 2,114 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Traphagen Investment Advisors reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • Traphagen Investment Advisors sold 509 S&P Global shares in Q1 2026, an estimated $266K.
  • Traphagen Investment Advisors first reported a position in S&P Global in Q3 2020 and held it in 21 quarters.
  • Traphagen Investment Advisors's S&P Global position peaked at $373K in Q1 2022.
  • 2,114 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Traphagen Investment Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.