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Waverly Advisors’s S&P Global SPGI Stock Holding History

Waverly 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 		$4.73M Buy
11,112
+5,421
+95% +$2.52M 0.04% 417
2025
Q4 		$2.97M Buy
5,691
+1,066
+23% +$527K 0.02% 495
2025
Q3 		$2.25M Buy
4,625
+12
+0.3% +$6.43K 0.02% 490
2025
Q2 		$2.43M Buy
4,613
+68
+1% +$33.9K 0.03% 458
2025
Q1 		$2.31M Buy
4,545
+272
+6% +$139K 0.03% 447
2024
Q4 		$2.13M Buy
4,273
+2,389
+127% +$1.21M 0.03% 375
2024
Q3 		$973K Sell
1,884
-182
-9% -$90.1K 0.02% 451
2024
Q2 		$921K Buy
2,066
+362
+21% +$155K 0.02% 445
2024
Q1 		$725K Buy
1,704
+964
+130% +$418K 0.02% 417
2023
Q4 		$326K Sell
740
-208
-22% -$82.1K 0.01% 345
2023
Q3 		$346K Buy
948
+130
+16% +$51.1K 0.02% 304
2023
Q2 		$328K Buy
818
+4
+0.5% +$1.46K 0.01% 288
2023
Q1 		$281K Sell
814
-36
-4% -$12.7K 0.01% 245
2022
Q4 		$285K Buy
850
+9
+1% +$2.97K 0.02% 227
2022
Q3 		$257K Sell
841
-46
-5% -$16.5K 0.02% 208
2022
Q2 		$298K Buy
887
+2
+0.2% +$713 0.03% 166
2022
Q1 		$363K Buy
885
+45
+5% +$18.3K 0.03% 147
2021
Q4 		$325K Sell
840
-117
-12% -$53.5K 0.03% 152
2021
Q3 		$432K Buy
957
+25
+3% +$10.8K 0.04% 137
2021
Q2 		$412K Buy
932
+208
+29% +$79.9K 0.04% 130
2021
Q1 		$271K Buy
724
+44
+6% +$14.6K 0.03% 146
2020
Q4 		$231K Buy
680
+56
+9% +$18.9K 0.02% 136
2020
Q3 		$201K Hold
624
– – 0.03% 135
2020
Q2 		$222K Buy
+624
New +$188K 0.03% 128
2020
Q1 		– Sell
-699
Closed -$207K – 153
2019
Q4 		$207K Buy
+699
New +$182K 0.03% 132
2018
Q1 		– Sell
-250
Closed -$42K – 338
2017
Q4 		$42K Buy
+250
New +$40.8K 0.01% 264

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Waverly Advisors's SPGI Position: Q1 2026 in Review

Waverly Advisors increased its S&P Global (SPGI) stake by 95% in Q1 2026, buying an estimated $2.52M and bringing the position to 11,112 shares worth $4.73M. The position accounts for 0.04% of the portfolio, ranked #417.

Waverly Advisors first reported a position in SPGI in Q4 2017 and has held it in 26 quarters since. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Waverly Advisors held 11,112 shares of S&P Global worth $4.73M as of Q1 2026.
  • Waverly Advisors bought 5,421 S&P Global shares in Q1 2026, an estimated $2.52M.
  • S&P Global made up 0.04% of Waverly Advisors's portfolio in Q1 2026, its #417 holding.
  • Waverly Advisors first reported a position in S&P Global in Q4 2017 and has held it in 26 quarters since.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.