WF
SPGI icon

WoodTrust Financial’s S&P Global SPGI Stock Holding History

WoodTrust Financial’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
-3,034
Closed -$1.59M – 188
2025
Q4 		$1.59M Buy
3,034
+10
+0.3% +$4.95K 0.19% 73
2025
Q3 		$1.47M Hold
3,024
– – 0.18% 77
2025
Q2 		$1.59M Hold
3,024
– – 0.2% 69
2025
Q1 		$1.54M Sell
3,024
-10
-0.3% -$5.11K 0.22% 68
2024
Q4 		$1.51M Buy
3,034
+6
+0.2% +$3.04K 0.21% 68
2024
Q3 		$1.56M Hold
3,028
– – 0.22% 69
2024
Q2 		$1.35M Buy
3,028
+116
+4% +$49.8K 0.21% 75
2024
Q1 		$1.24K Buy
2,912
+4
+0.1% +$1.73K 0.2% 78
2023
Q4 		$1.28M Sell
2,908
-95
-3% -$37.5K 0.22% 72
2023
Q3 		$1.1M Buy
3,003
+95
+3% +$37.4K 0.21% 71
2023
Q2 		$1.17M Buy
2,908
+600
+26% +$219K 0.22% 71
2023
Q1 		$796K Hold
2,308
– – 0.15% 85
2022
Q4 		$773K Sell
2,308
-181
-7% -$59.7K 0.16% 82
2022
Q3 		$760K Sell
2,489
-227
-8% -$81.2K 0.17% 85
2022
Q2 		$915K Buy
2,716
+25
+0.9% +$8.91K 0.21% 72
2022
Q1 		$1.1M Buy
+2,691
New +$1.1M 0.22% 68

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

WoodTrust Financial's SPGI Position: Q1 2026 in Review

WoodTrust Financial sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 3,034 shares — an estimated $1.59M sold.

WoodTrust Financial first reported a position in SPGI in Q1 2022 and held it in 16 quarters. The position peaked at $1.59M in Q2 2025. 2,119 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • WoodTrust Financial reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • WoodTrust Financial sold 3,034 S&P Global shares in Q1 2026, an estimated $1.59M.
  • WoodTrust Financial first reported a position in S&P Global in Q1 2022 and held it in 16 quarters.
  • WoodTrust Financial's S&P Global position peaked at $1.59M in Q2 2025.
  • 2,119 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on WoodTrust Financial's 13F filing for Q1 2026, filed 6 May 2026.