Whittier Trust’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
Q1 | $32.5M | Buy |
74,773
+3,344
| +5% | +$1.55M | 0.37% | 66 |
|
|
2025
Q4 | $38.5M | Buy |
71,429
+1,804
| +3% | +$893K | 0.42% | 49 |
|
|
2025
Q3 | $33.4M | Buy |
69,625
+1,972
| +3% | +$1.06M | 0.38% | 60 |
|
|
2025
Q2 | $35.7M | Buy |
67,653
+4,518
| +7% | +$2.25M | 0.43% | 54 |
|
|
2025
Q1 | $32.1M | Buy |
63,135
+97
| +0.2% | +$49.6K | 0.45% | 52 |
|
|
2024
Q4 | $31.4M | Buy |
63,038
+1,347
| +2% | +$683K | 0.41% | 49 |
|
|
2024
Q3 | $31.9M | Buy |
61,691
+1,055
| +2% | +$522K | 0.43% | 52 |
|
|
2024
Q2 | $27M | Buy |
60,636
+2,139
| +4% | +$918K | 0.38% | 58 |
|
|
2024
Q1 | $24.9M | Buy |
58,497
+1,407
| +2% | +$610K | 0.36% | 68 |
|
|
2023
Q4 | $25.1M | Buy |
57,090
+931
| +2% | +$367K | 0.41% | 60 |
|
|
2023
Q3 | $20.5M | Buy |
56,159
+1,266
| +2% | +$498K | 0.36% | 65 |
|
|
2023
Q2 | $22M | Sell |
54,893
-607
| -1% | -$222K | 0.38% | 66 |
|
|
2023
Q1 | $19.1M | Buy |
55,500
+1,890
| +4% | +$665K | 0.35% | 73 |
|
|
2022
Q4 | $18M | Buy |
53,610
+4,917
| +10% | +$1.62M | 0.35% | 70 |
|
|
2022
Q3 | $14.9M | Buy |
48,693
+1,080
| +2% | +$386K | 0.31% | 76 |
|
|
2022
Q2 | $16M | Buy |
47,613
+1,522
| +3% | +$543K | 0.32% | 77 |
|
|
2022
Q1 | $18.9M | Buy |
46,091
+3,285
| +8% | +$1.34M | 0.32% | 76 |
|
|
2021
Q4 | $20.2M | Buy |
42,806
+1,061
| +3% | +$485K | 0.33% | 81 |
|
|
2021
Q3 | $17.7M | Buy |
41,745
+976
| +2% | +$423K | 0.32% | 85 |
|
|
2021
Q2 | $16.7M | Buy |
40,769
+2,138
| +6% | +$822K | 0.3% | 90 |
|
|
2021
Q1 | $13.6M | Buy |
38,631
+2,061
| +6% | +$686K | 0.26% | 95 |
|
|
2020
Q4 | $12M | Buy |
36,570
+2,810
| +8% | +$948K | 0.26% | 98 |
|
|
2020
Q3 | $12.2M | Buy |
33,760
+417
| +1% | +$147K | 0.29% | 78 |
|
|
2020
Q2 | $11M | Buy |
33,343
+20,775
| +165% | +$6.25M | 0.31% | 84 |
|
|
2020
Q1 | $3.08M | Buy |
12,568
+8,014
| +176% | +$2.2M | 0.1% | 175 |
|
|
2019
Q4 | $1.24M | Buy |
4,554
+1,680
| +58% | +$436K | 0.03% | 285 |
|
|
2019
Q3 | $704K | Buy |
2,874
+104
| +4% | +$26K | 0.02% | 348 |
|
|
2019
Q2 | $631K | Buy |
2,770
+146
| +6% | +$31.9K | 0.02% | 352 |
|
|
2019
Q1 | $553K | Buy |
2,624
+1,164
| +80% | +$225K | 0.02% | 369 |
|
|
2018
Q4 | $248K | Hold |
1,460
| – | – | 0.01% | 471 |
|
|
2018
Q3 | $285K | Hold |
1,460
| – | – | 0.01% | 456 |
|
|
2018
Q2 | $298K | Hold |
1,460
| – | – | 0.01% | 443 |
|
|
2018
Q1 | $279K | Hold |
1,460
| – | – | 0.01% | 455 |
|
|
2017
Q4 | $248K | Sell |
1,460
-96
| -6% | -$15.7K | 0.01% | 471 |
|
|
2017
Q3 | $244K | Hold |
1,556
| – | – | 0.01% | 461 |
|
|
2017
Q2 | $227K | Hold |
1,556
| – | – | 0.01% | 447 |
|
|
2017
Q1 | $203K | Buy |
1,556
+96
| +7% | +$11.9K | 0.01% | 468 |
|
|
2016
Q4 | $157K | Hold |
1,460
| – | – | 0.01% | 503 |
|
|
2016
Q3 | $185K | Hold |
1,460
| – | – | 0.01% | 470 |
|
|
2016
Q2 | $157K | Buy |
+1,460
| New | +$157K | 0.01% | 493 |
|
Other funds holding SPGI
VCM
VPM
Whittier Trust's SPGI Position: Q1 2026 in Review
Whittier Trust increased its S&P Global (SPGI) stake by 4.7% in Q1 2026, buying an estimated $1.55M and bringing the position to 74,773 shares worth $32.5M. The position accounts for 0.37% of the portfolio, ranked #66.
Whittier Trust first reported a position in SPGI in Q2 2016 and has held it in 40 quarters since. The position peaked at $38.5M in Q4 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.
- Whittier Trust held 74,773 shares of S&P Global worth $32.5M as of Q1 2026.
- Whittier Trust bought 3,344 S&P Global shares in Q1 2026, an estimated $1.55M.
- S&P Global made up 0.37% of Whittier Trust's portfolio in Q1 2026, its #66 holding.
- Whittier Trust first reported a position in S&P Global in Q2 2016 and has held it in 40 quarters since.
- Whittier Trust's S&P Global position peaked at $38.5M in Q4 2025.
- 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.
Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.