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 Q2	–	Sell	-3,603	Closed	-$1.53M	–	506
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Virtus Investment Advisers's SPGI Position: Q2 2026 in Review

Virtus Investment Advisers sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 3,603 shares — an estimated $1.53M sold.

Virtus Investment Advisers first reported a position in SPGI in Q3 2016 and held it in 12 quarters. The position peaked at $3.76M in Q3 2016. 2,027 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Virtus Investment Advisers reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
Virtus Investment Advisers sold 3,603 S&P Global shares in Q2 2026, an estimated $1.53M.
Virtus Investment Advisers first reported a position in S&P Global in Q3 2016 and held it in 12 quarters.
Virtus Investment Advisers's S&P Global position peaked at $3.76M in Q3 2016.
2,027 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Virtus Investment Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.