Virtus Investment Advisers’s S&P Global SPGI Stock Holding History

Virtus Investment Advisers’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	$1.53M	Buy	+3,603	New	+$1.67M	0.42%	115
2025 Q4	–	Sell	-3,451	Closed	-$1.68M	–	536
2025 Q3	$1.68M	Buy	3,451 +565	+20%	+$303K	0.48%	111
2025 Q2	$1.52M	Buy	2,886 +157	+6%	+$78.4K	0.51%	66
2025 Q1	$1.39M	Buy	2,729 +2,179	+396%	+$1.11M	0.38%	60
2024 Q4	$274K	Hold	550	–	–	0.21%	151
2024 Q3	$284K	Buy	+550	New	+$272K	0.22%	148
2018 Q1	–	Sell	-4,029	Closed	-$683K	–	377
2017 Q4	$683K	Buy	4,029 +601	+18%	+$98.1K	0.07%	255
2017 Q3	$536K	Sell	3,428 -428	-11%	-$65.1K	0.06%	299
2017 Q2	$563K	Sell	3,856 -1,941	-33%	-$270K	0.06%	312
2017 Q1	$758K	Sell	5,797 -606	-9%	-$75.3K	0.07%	279
2016 Q4	$689K	Sell	6,403 -23,323	-78%	-$2.79M	0.05%	323
2016 Q3	$3.76M	Buy	+29,726	New	+$3.57M	0.24%	144

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

Virtus Investment Advisers's SPGI Position: Q1 2026 in Review

Virtus Investment Advisers opened a new position in S&P Global (SPGI) in Q1 2026: 3,603 shares worth $1.53M. The stake represents 0.42% of the portfolio and ranks #115 among its holdings. This is a return to the name: Virtus Investment Advisers previously reported a position in SPGI as recently as Q3 2025.

Virtus Investment Advisers first reported a position in SPGI in Q3 2016 and has held it in 12 quarters since. The position peaked at $3.76M in Q3 2016. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Virtus Investment Advisers held 3,603 shares of S&P Global worth $1.53M as of Q1 2026.
S&P Global was a new Virtus Investment Advisers position in Q1 2026.
S&P Global made up 0.42% of Virtus Investment Advisers's portfolio in Q1 2026, its #115 holding.
Virtus Investment Advisers first reported a position in S&P Global in Q3 2016 and has held it in 12 quarters since.
Virtus Investment Advisers's S&P Global position peaked at $3.76M in Q3 2016.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Virtus Investment Advisers's 13F filing for Q1 2026, filed 14 May 2026.