180 Wealth Advisors’s S&P Global SPGI Stock Holding History

180 Wealth 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 Q2	$229K	Sell	563 -43	-7%	-$18.2K	0.02%	434
2026 Q1	$258K	Sell	606 -15	-2%	-$6.96K	0.03%	390
2025 Q4	$325K	Sell	621 -11	-2%	-$5.44K	0.04%	345
2025 Q3	$308K	Sell	632 -13	-2%	-$6.96K	0.04%	354
2025 Q2	$340K	Sell	645 -4	-0.6%	-$2K	0.05%	313
2025 Q1	$330K	Sell	649 -39	-6%	-$19.9K	0.05%	299
2024 Q4	$343K	Sell	688 -8	-1%	-$4.06K	0.05%	295
2024 Q3	$360K	Sell	696 -57	-8%	-$28.2K	0.06%	298
2024 Q2	$356K	Sell	753 -16	-2%	-$6.86K	0.06%	283
2024 Q1	$327K	Buy	769 +265	+53%	+$115K	0.06%	277
2023 Q4	$220K	Buy	+504	New	+$199K	0.04%	335

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

180 Wealth Advisors's SPGI Position: Q2 2026 in Review

180 Wealth Advisors reduced its S&P Global (SPGI) stake by 7.1% in Q2 2026, selling an estimated $18.2K and leaving 563 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #434.

180 Wealth Advisors first reported a position in SPGI in Q4 2023 and has held it in 11 quarters since. The position peaked at $360K in Q3 2024. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

180 Wealth Advisors held 563 shares of S&P Global worth $229K as of Q2 2026.
180 Wealth Advisors sold 43 S&P Global shares in Q2 2026, an estimated $18.2K.
S&P Global made up 0.02% of 180 Wealth Advisors's portfolio in Q2 2026, its #434 holding.
180 Wealth Advisors first reported a position in S&P Global in Q4 2023 and has held it in 11 quarters since.
180 Wealth Advisors's S&P Global position peaked at $360K in Q3 2024.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.