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Abundance Wealth Counselors’s S&P Global SPGI Stock Holding History

Abundance Wealth Counselors’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 		$332K Buy
+780
New +$362K 0.05% 170
2024
Q2 		– Sell
-3,206
Closed -$1.36M – 135
2024
Q1 		$1.36M Buy
3,206
+98
+3% +$42.5K 0.31% 58
2023
Q4 		$1.37M Sell
3,108
-4
-0.1% -$1.58K 0.36% 52
2023
Q3 		$1.14M Sell
3,112
-232
-7% -$91.2K 0.32% 55
2023
Q2 		$1.34M Sell
3,344
-61
-2% -$22.3K 0.69% 24
2023
Q1 		$1.17M Sell
3,405
-615
-15% -$216K 0.3% 54
2022
Q4 		$1.35M Buy
4,020
+143
+4% +$47.1K 0.37% 47
2022
Q3 		$1.18M Buy
3,877
+5
+0.1% +$1.79K 0.34% 46
2022
Q2 		$1.3M Buy
3,872
+225
+6% +$80.2K 0.35% 41
2022
Q1 		$1.5M Buy
3,647
+185
+5% +$75.3K 0.41% 41
2021
Q4 		$1.63M Sell
3,462
-14
-0.4% -$6.4K 0.42% 34
2021
Q3 		$1.48M Buy
3,476
+16
+0.5% +$6.93K 0.86% 15
2021
Q2 		$1.42M Buy
3,460
+368
+12% +$141K 0.37% 37
2021
Q1 		$1.09M Buy
3,092
+285
+10% +$94.8K 0.27% 36
2020
Q4 		$923K Buy
2,807
+498
+22% +$168K 0.23% 40
2020
Q3 		$833K Buy
2,309
+236
+11% +$83.3K 0.24% 37
2020
Q2 		$683K Buy
+2,073
New +$623K 0.21% 38

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Abundance Wealth Counselors's SPGI Position: Q1 2026 in Review

Abundance Wealth Counselors opened a new position in S&P Global (SPGI) in Q1 2026: 780 shares worth $332K. The stake represents 0.05% of the portfolio and ranks #170 among its holdings. This is a return to the name: Abundance Wealth Counselors previously reported a position in SPGI as recently as Q1 2024.

Abundance Wealth Counselors first reported a position in SPGI in Q2 2020 and has held it in 17 quarters since. The position peaked at $1.63M in Q4 2021. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Abundance Wealth Counselors held 780 shares of S&P Global worth $332K as of Q1 2026.
  • S&P Global was a new Abundance Wealth Counselors position in Q1 2026.
  • S&P Global made up 0.05% of Abundance Wealth Counselors's portfolio in Q1 2026, its #170 holding.
  • Abundance Wealth Counselors first reported a position in S&P Global in Q2 2020 and has held it in 17 quarters since.
  • Abundance Wealth Counselors's S&P Global position peaked at $1.63M in Q4 2021.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Abundance Wealth Counselors's 13F filing for Q1 2026, filed 23 Apr 2026.