Ray Dalio's SPGI Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 28.0K shares of S&P Global Inc. (SPGI) worth $13.61 M, representing 0.05% of the portfolio. First purchased in 2016-Q2, this long-term strategic position has been held for 38 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in SPGI, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2024, adding 80.1K shares. Largest reduction occurred in Q2 2025, reducing 80.3K shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's S&P Global (SPGI) Holding Value Over Time
Track share changes against reported price movement
Quarterly S&P Global (SPGI) Trades by Ray Dalio
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2016 | +54,243 | New Buy | 54,243 | $107.26 |
| Q3 2016 | -23,143 | Reduce 42.67% | 31,100 | $126.56 |
| Q4 2016 | -31,100 | Sold Out | 31,100 | $0.00 |
| Q1 2017 | +29,524 | New Buy | 29,524 | $130.74 |
| Q2 2017 | -5,430 | Reduce 18.39% | 24,094 | $145.97 |
| Q3 2017 | +49,736 | Add 206.42% | 73,830 | $156.31 |
| Q4 2017 | -73,830 | Sold Out | 73,830 | $0.00 |
| Q1 2018 | +17,065 | New Buy | 17,065 | $191.03 |
| Q2 2018 | -13,622 | Reduce 79.82% | 3,443 | $203.89 |
| Q3 2018 | -3,443 | Sold Out | 3,443 | $0.00 |
| Q3 2019 | +13,735 | New Buy | 13,735 | $244.99 |
| Q4 2019 | -13,735 | Sold Out | 13,735 | $0.00 |
| Q1 2020 | +17,634 | New Buy | 17,634 | $245.04 |
| Q2 2020 | -10,971 | Reduce 62.22% | 6,663 | $329.43 |
| Q3 2020 | +6,598 | Add 99.02% | 13,261 | $360.61 |
| Q4 2020 | +3,739 | Add 28.20% | 17,000 | $328.71 |
| Q1 2021 | -17,000 | Sold Out | 17,000 | $0.00 |
| Q4 2021 | +666 | New Buy | 666 | $471.47 |
| Q1 2022 | +1,867 | Add 280.33% | 2,533 | $410.19 |
| Q2 2022 | -2,533 | Sold Out | 2,533 | $0.00 |
| Q1 2024 | +82,637 | New Buy | 82,637 | $425.45 |
| Q2 2024 | +9,888 | Add 11.97% | 92,525 | $446.00 |
| Q3 2024 | -40,964 | Reduce 44.27% | 51,561 | $516.62 |
| Q4 2024 | +43,639 | Add 84.64% | 95,200 | $498.03 |
| Q1 2025 | +49,281 | Add 51.77% | 144,481 | $508.10 |
| Q2 2025 | -80,328 | Reduce 55.60% | 64,153 | $527.29 |
| Q3 2025 | -36,197 | Reduce 56.42% | 27,956 | $486.71 |
Ray Dalio's S&P Global Investment FAQs
Ray Dalio first purchased S&P Global Inc. (SPGI) in Q2 2016, acquiring 54,243 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held S&P Global Inc. (SPGI) for 38 quarters since Q2 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's largest addition to S&P Global Inc. (SPGI) was in Q1 2024, adding 82,637 shares worth $35.16 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 27,956 shares of S&P Global Inc. (SPGI), valued at approximately $13.61 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, S&P Global Inc. (SPGI) represents approximately 0.05% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's peak holding in S&P Global Inc. (SPGI) was 144,481 shares, as reported at the end of Q1 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.