UNCHANGED / CONTEXT
S&P share changes from pending deals
BrokerBroker D
XYZ +3.1% at the 18 Dec quarterly update
“We expect S&P to apply the XYZ share issuance at the December quarterly update.”
Broker Estimates
7 notes2 changed callsIndex & holdings events only
j k move↵ detailA ask1–4 tabs
Broker calls are not STQ calls · illustrative
CALL CHANGED
Morningstar (ex-CRSP) December migration preview
BrokerBroker E
MNO Small > Mid, first packet (new); OPQ Mega > Mid, second packet
“MNO now sits fully in the mid-cap core; we expect the first packet to move, with Vanguard Small-Cap selling about 1.4m shares.”
CALL CHANGED
XYZ/PQR: index treatment update
BrokerBroker B
XYZ share change at the 4 Dec deal close (was 18 Dec)
“We now expect S&P to apply the XYZ share issuance at the PQR close rather than at the December update.”
UNCHANGED / CONTEXT
S&P 500 December preview
BrokerBroker A
DEF in (unchanged); ABC demand 22.0m shares
“Trailing four-quarter GAAP EPS turns positive if Q3 GAAP is at least $0.10.”
UNCHANGED / CONTEXT
Russell December preliminary review
BrokerBroker C
STU add 3.7m shares; RST delete; TUV add
“STU was on our list from 6 Nov; we estimate index demand of 3.7m shares.”
UNCHANGED / CONTEXT
ABC add and KAP sector move: flow estimates
BrokerBroker F
ABC demand 23.1m shares; KAP sector-fund selling 21.5m shares
“We estimate passive demand for ABC of 23.1m shares, about 20 days of volume.”
UNCHANGED / CONTEXT
S&P 500 December: who is in, who is out
BrokerBroker G
DEF out (unchanged)
“The impairment keeps trailing GAAP negative regardless of Q3.”
Broker accuracy by index family
Illustrative · 8-quarter target window| Broker | S&P adds | Lead (sessions) | Russell | Morningstar |
|---|---|---|---|---|
| Broker A | 41/48 · 85% | 6 | 85/97 · 88% | 44/64 · 69% |
| Broker B | 38/48 · 79% | 4 | 81/97 · 84% | No coverage |
| Broker C | 43/48 · 90% | 7 | 77/97 · 79% | No coverage |
| Broker D | 34/48 · 71% | 3 | 70/97 · 72% | No coverage |
| Broker E | 36/48 · 75% | 4 | 74/97 · 76% | 39/64 · 61% |
| Broker F | 39/48 · 81% | 5 | 79/97 · 81% | No coverage |
| Broker G | 42/48 · 88% | 6 | 83/97 · 86% | No coverage |
Real accuracy requires each broker’s dated call matched against provider announcements over the past eight quarters.
Scope audit · excluded this morning
5 items excluded. Ratings/targets, non-event estimate revisions, macro, sector views and strategy commentary. Original excluded content is not displayed.
Illustrative data, fictional tickers. STQ is read-only and not connected to an OMS/EMS: it doesn't see working orders or fills, and makes no routing, algorithm or price recommendation.