WBI Investments’s S&P Global SPGI Stock Holding History

WBI Investments’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	-1,438	Closed	-$752K	–	399
2025 Q4	$752K	Buy	+1,438	New	+$712K	0.2%	147
2025 Q3	–	Sell	-738	Closed	-$389K	–	367
2025 Q2	$389K	Sell	738 -525	-42%	-$262K	0.1%	188
2025 Q1	$642K	Sell	1,263 -2,360	-65%	-$1.21M	0.17%	132
2024 Q4	$1.8M	Buy	3,623 +1,001	+38%	+$508K	0.45%	68
2024 Q3	$1.35M	Buy	+2,622	New	+$1.3M	0.33%	86
2020 Q2	–	Sell	-13,017	Closed	-$3.19M	–	129
2020 Q1	$3.19M	Sell	13,017 -554	-4%	-$152K	0.6%	24
2019 Q4	$3.71M	Sell	13,571 -7,720	-36%	-$2.01M	0.4%	61
2019 Q3	$5.22M	Buy	+21,291	New	+$5.32M	0.5%	47
2019 Q2	–	Sell	-16,197	Closed	-$3.41M	–	293
2019 Q1	$3.41M	Buy	+16,197	New	+$3.14M	0.26%	81
2018 Q1	–	Sell	-12,733	Closed	-$2.16M	–	311
2017 Q4	$2.16M	Sell	12,733 -670	-5%	-$109K	0.1%	143
2017 Q3	$2.1M	Buy	13,403 +6,563	+96%	+$998K	0.09%	133
2017 Q2	$999K	Buy	+6,840	New	+$950K	0.04%	204

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

WBI Investments's SPGI Position: Q1 2026 in Review

WBI Investments sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 1,438 shares — an estimated $752K sold.

WBI Investments first reported a position in SPGI in Q2 2017 and held it in 12 quarters. The position peaked at $5.22M in Q3 2019. 2,107 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

WBI Investments reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
WBI Investments sold 1,438 S&P Global shares in Q1 2026, an estimated $752K.
WBI Investments first reported a position in S&P Global in Q2 2017 and held it in 12 quarters.
WBI Investments's S&P Global position peaked at $5.22M in Q3 2019.
2,107 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.