WTA
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Washington Trust Advisors’s S&P Global SPGI Stock Holding History

Washington Trust 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
Q2 		$9.36M Buy
22,990
+524
+2% +$221K 0.7% 37
2026
Q1 		$9.56M Buy
22,466
+21,464
+2,142% +$9.96M 0.77% 33
2025
Q4 		$524K Buy
1,002
+902
+902% +$446K 0.04% 146
2025
Q3 		$48.7K Buy
100
+62
+163% +$33.2K ﹤0.01% 362
2025
Q2 		$20K Hold
38
– – ﹤0.01% 403
2025
Q1 		$19.3K Hold
38
– – ﹤0.01% 398
2024
Q4 		$18.9K Hold
38
– – ﹤0.01% 413
2024
Q3 		$19.6K Hold
38
– – ﹤0.01% 412
2024
Q2 		$16.9K Sell
38
-12
-24% -$5.15K ﹤0.01% 418
2024
Q1 		$21.4K Sell
50
-11
-18% -$4.77K ﹤0.01% 394
2023
Q4 		$27K Hold
61
– – ﹤0.01% 367
2023
Q3 		$22.4K Sell
61
-3
-5% -$1.18K ﹤0.01% 380
2023
Q2 		$25.7K Sell
64
-93
-59% -$34K ﹤0.01% 359
2023
Q1 		$54.1K Buy
157
+23
+17% +$8.1K 0.01% 301
2022
Q4 		$44.9K Sell
134
-79
-37% -$26K ﹤0.01% 321
2022
Q3 		$65K Sell
213
-68
-24% -$24.3K 0.01% 349
2022
Q2 		$95K Buy
281
+40
+17% +$14.3K 0.01% 301
2022
Q1 		$98K Buy
241
+150
+165% +$61.1K 0.01% 340
2021
Q4 		$43K Buy
+91
New +$41.6K ﹤0.01% 505

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Washington Trust Advisors's SPGI Position: Q2 2026 in Review

Washington Trust Advisors increased its S&P Global (SPGI) stake by 2.3% in Q2 2026, buying an estimated $221K and bringing the position to 22,990 shares worth $9.36M. The position accounts for 0.7% of the portfolio, ranked #37.

Washington Trust Advisors first reported a position in SPGI in Q4 2021 and has held it in 19 quarters since. The position peaked at $9.56M in Q1 2026. 2,027 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Washington Trust Advisors held 22,990 shares of S&P Global worth $9.36M as of Q2 2026.
  • Washington Trust Advisors bought 524 S&P Global shares in Q2 2026, an estimated $221K.
  • S&P Global made up 0.7% of Washington Trust Advisors's portfolio in Q2 2026, its #37 holding.
  • Washington Trust Advisors first reported a position in S&P Global in Q4 2021 and has held it in 19 quarters since.
  • Washington Trust Advisors's S&P Global position peaked at $9.56M in Q1 2026.
  • 2,027 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.