WMA
SPGI icon

William Mack & Associates’s S&P Global SPGI Stock Holding History

William Mack & Associates’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 		$246K Buy
+605
New +$255K 0.09% 96
2026
Q1 		– Sell
-651
Closed -$340K – 87
2025
Q4 		$340K Hold
651
– – 0.16% 55
2025
Q3 		$317K Hold
651
– – 0.17% 59
2025
Q2 		$343K Buy
651
+27
+4% +$13.5K 0.22% 52
2025
Q1 		$317K Hold
624
– – 0.27% 50
2024
Q4 		$311K Buy
+624
New +$317K 0.33% 47

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 $3.37T AUM 44.26% 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

William Mack & Associates's SPGI Position: Q2 2026 in Review

William Mack & Associates opened a new position in S&P Global (SPGI) in Q2 2026: 605 shares worth $246K. The stake represents 0.09% of the portfolio and ranks #96 among its holdings. This is a return to the name: William Mack & Associates previously reported a position in SPGI as recently as Q4 2025.

William Mack & Associates first reported a position in SPGI in Q4 2024 and has held it in 6 quarters since. The position peaked at $343K in Q2 2025. 2,016 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • William Mack & Associates held 605 shares of S&P Global worth $246K as of Q2 2026.
  • S&P Global was a new William Mack & Associates position in Q2 2026.
  • S&P Global made up 0.09% of William Mack & Associates's portfolio in Q2 2026, its #96 holding.
  • William Mack & Associates first reported a position in S&P Global in Q4 2024 and has held it in 6 quarters since.
  • William Mack & Associates's S&P Global position peaked at $343K in Q2 2025.
  • 2,016 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on William Mack & Associates's 13F filing for Q2 2026, filed 10 Jul 2026.