World Investment Advisors’s S&P Global SPGI Stock Holding History

World Investment Advisors’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	$7.38M	Sell	17,354 -1,079	-6%	-$501K	0.12%	196
2025 Q4	$9.63M	Sell	18,433 -846	-4%	-$419K	0.16%	158
2025 Q3	$9.38M	Sell	19,279 -545	-3%	-$292K	0.19%	116
2025 Q2	$10.5M	Buy	19,824 +206	+1%	+$103K	0.24%	93
2025 Q1	$9.97M	Buy	19,618 +1,049	+6%	+$536K	0.26%	91
2024 Q4	$9.25M	Buy	18,569 +1,689	+10%	+$857K	0.25%	88
2024 Q3	$8.72M	Buy	16,880 +11,996	+246%	+$5.94M	0.27%	93
2024 Q2	$2.18M	Buy	4,884 +2,816	+136%	+$1.21M	0.14%	157
2024 Q1	$1.05M	Sell	2,068 -703	-25%	-$305K	0.15%	134
2023 Q4	$1.22M	Buy	+2,771	New	+$1.09M	0.16%	124
2019 Q1	–	Sell	-1,418	Closed	-$277K	–	157
2018 Q4	$277K	Buy	+1,418	New	+$254K	0.12%	112

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

World Investment Advisors's SPGI Position: Q1 2026 in Review

World Investment Advisors reduced its S&P Global (SPGI) stake by 5.9% in Q1 2026, selling an estimated $501K and leaving 17,354 shares worth $7.38M. The position accounts for 0.12% of the portfolio, ranked #196.

World Investment Advisors first reported a position in SPGI in Q4 2018 and has held it in 11 quarters since. The position peaked at $10.5M in Q2 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

World Investment Advisors held 17,354 shares of S&P Global worth $7.38M as of Q1 2026.
World Investment Advisors sold 1,079 S&P Global shares in Q1 2026, an estimated $501K.
S&P Global made up 0.12% of World Investment Advisors's portfolio in Q1 2026, its #196 holding.
World Investment Advisors first reported a position in S&P Global in Q4 2018 and has held it in 11 quarters since.
World Investment Advisors's S&P Global position peaked at $10.5M in Q2 2025.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.