Whitener Capital Management’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.88M | Buy |
4,622
+9
| +0.2% | +$3.8K | 0.4% | 54 |
|
|
2026
Q1 | $1.96M | Hold |
4,613
| – | – | 0.45% | 51 |
|
|
2025
Q4 | $2.41M | Hold |
4,613
| – | – | 0.55% | 41 |
|
|
2025
Q3 | $2.25M | Buy |
4,613
+111
| +2% | +$59.4K | 0.54% | 41 |
|
|
2025
Q2 | $2.37M | Buy |
4,502
+52
| +1% | +$26K | 0.63% | 38 |
|
|
2025
Q1 | $2.26M | Hold |
4,450
| – | – | 0.64% | 40 |
|
|
2024
Q4 | $2.22M | Sell |
4,450
-50
| -1% | -$25.4K | 0.62% | 37 |
|
|
2024
Q3 | $2.32M | Hold |
4,500
| – | – | 0.66% | 36 |
|
|
2024
Q2 | $2.01M | Hold |
4,500
| – | – | 0.61% | 39 |
|
|
2024
Q1 | $1.91M | Hold |
4,500
| – | – | 0.63% | 38 |
|
|
2023
Q4 | $1.98M | Hold |
4,500
| – | – | 0.72% | 33 |
|
|
2023
Q3 | $1.64M | Hold |
4,500
| – | – | 0.66% | 35 |
|
|
2023
Q2 | $1.8M | Hold |
4,500
| – | – | 0.69% | 34 |
|
|
2023
Q1 | $1.55M | Sell |
4,500
-600
| -12% | -$211K | 0.65% | 41 |
|
|
2022
Q4 | $1.71M | Sell |
5,100
-300
| -6% | -$98.9K | 0.75% | 36 |
|
|
2022
Q3 | $1.65M | Buy |
5,400
+800
| +17% | +$286K | 0.78% | 34 |
|
|
2022
Q2 | $1.55M | Sell |
4,600
-100
| -2% | -$35.6K | 0.7% | 38 |
|
|
2022
Q1 | $1.93M | Hold |
4,700
| – | – | 0.72% | 35 |
|
|
2021
Q4 | $2.22M | Hold |
4,700
| – | – | 0.79% | 34 |
|
|
2021
Q3 | $1.54M | Hold |
4,700
| – | – | 0.71% | 37 |
|
|
2021
Q2 | $1.93M | Hold |
4,700
| – | – | 0.77% | 35 |
|
|
2021
Q1 | $1.66M | Hold |
4,700
| – | – | 0.72% | 37 |
|
|
2020
Q4 | $1.54M | Hold |
4,700
| – | – | 0.71% | 37 |
|
|
2020
Q3 | $1.69M | Sell |
4,700
-300
| -6% | -$106K | 0.82% | 33 |
|
|
2020
Q2 | $1.65M | Hold |
5,000
| – | – | 0.86% | 32 |
|
|
2020
Q1 | $1.23M | Hold |
5,000
| – | – | 0.79% | 37 |
|
|
2019
Q4 | $1.36M | Hold |
5,000
| – | – | 0.71% | 41 |
|
|
2019
Q3 | $1.22M | Sell |
5,000
-100
| -2% | -$25K | 0.67% | 41 |
|
|
2019
Q2 | $1.16M | Hold |
5,100
| – | – | 0.66% | 41 |
|
|
2019
Q1 | $1.07M | Sell |
5,100
-100
| -2% | -$19.4K | 0.7% | 37 |
|
|
2018
Q4 | $883K | Hold |
5,200
| – | – | 0.65% | 41 |
|
|
2018
Q3 | $1.02M | Sell |
5,200
-300
| -5% | -$61.9K | 0.67% | 39 |
|
|
2018
Q2 | $1.12M | Sell |
5,500
-100
| -2% | -$19.8K | 0.88% | 26 |
|
|
2018
Q1 | $1.07M | Hold |
5,600
| – | – | 0.82% | 29 |
|
|
2017
Q4 | $948K | Buy |
+5,600
| New | +$914K | 0.82% | 27 |
|
Other funds holding SPGI
Whitener Capital Management's SPGI Position: Q2 2026 in Review
Whitener Capital Management increased its S&P Global (SPGI) stake by 0.2% in Q2 2026, buying an estimated $3.8K and bringing the position to 4,622 shares worth $1.88M. The position accounts for 0.4% of the portfolio, ranked #54.
Whitener Capital Management first reported a position in SPGI in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.41M in Q4 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.
- Whitener Capital Management held 4,622 shares of S&P Global worth $1.88M as of Q2 2026.
- Whitener Capital Management bought 9 S&P Global shares in Q2 2026, an estimated $3.8K.
- S&P Global made up 0.4% of Whitener Capital Management's portfolio in Q2 2026, its #54 holding.
- Whitener Capital Management first reported a position in S&P Global in Q4 2017 and has held it in 35 quarters since.
- Whitener Capital Management's S&P Global position peaked at $2.41M in Q4 2025.
- 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.
Based on Whitener Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.