Advisornet Financial’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $646K | Sell |
1,587
-519
| -25% | -$219K | 0.03% | 361 |
|
|
2026
Q1 | $896K | Sell |
2,106
-142
| -6% | -$65.9K | 0.05% | 275 |
|
|
2025
Q4 | $1.17M | Buy |
2,248
+8
| +0.4% | +$3.96K | 0.06% | 234 |
|
|
2025
Q3 | $1.09M | Sell |
2,240
-145
| -6% | -$77.6K | 0.06% | 238 |
|
|
2025
Q2 | $1.26M | Sell |
2,385
-185
| -7% | -$92.3K | 0.08% | 210 |
|
|
2025
Q1 | $1.31M | Buy |
2,570
+37
| +1% | +$18.9K | 0.1% | 205 |
|
|
2024
Q4 | $1.26M | Sell |
2,533
-562
| -18% | -$285K | 0.11% | 186 |
|
|
2024
Q3 | $1.6M | Buy |
3,095
+221
| +8% | +$109K | 0.12% | 171 |
|
|
2024
Q2 | $1.28M | Sell |
2,874
-22
| -0.8% | -$9.44K | 0.12% | 180 |
|
|
2024
Q1 | $1.23M | Buy |
2,896
+2
| +0.1% | +$867 | 0.12% | 182 |
|
|
2023
Q4 | $1.27M | Buy |
2,894
+19
| +0.7% | +$7.5K | 0.12% | 197 |
|
|
2023
Q3 | $1.05M | Buy |
2,875
+76
| +3% | +$29.9K | 0.1% | 205 |
|
|
2023
Q2 | $1.12M | Sell |
2,799
-74
| -3% | -$27K | 0.1% | 202 |
|
|
2023
Q1 | $991K | Buy |
2,873
+49
| +2% | +$17.2K | 0.09% | 213 |
|
|
2022
Q4 | $946K | Buy |
2,824
+153
| +6% | +$50.4K | 0.09% | 211 |
|
|
2022
Q3 | $816K | Buy |
2,671
+222
| +9% | +$79.4K | 0.08% | 240 |
|
|
2022
Q2 | $825K | Sell |
2,449
-550
| -18% | -$196K | 0.08% | 243 |
|
|
2022
Q1 | $1.23M | Buy |
2,999
+625
| +26% | +$255K | 0.08% | 215 |
|
|
2021
Q4 | $1.12M | Buy |
2,374
+103
| +5% | +$47.1K | 0.07% | 240 |
|
|
2021
Q3 | $965K | Buy |
2,271
+186
| +9% | +$80.6K | 0.07% | 242 |
|
|
2021
Q2 | $856K | Sell |
2,085
-112
| -5% | -$43K | 0.06% | 284 |
|
|
2021
Q1 | $775K | Sell |
2,197
-319
| -13% | -$106K | 0.06% | 286 |
|
|
2020
Q4 | $827K | Sell |
2,516
-6
| -0.2% | -$2.02K | 0.07% | 251 |
|
|
2020
Q3 | $909K | Sell |
2,522
-139
| -5% | -$49K | 0.08% | 230 |
|
|
2020
Q2 | $877K | Sell |
2,661
-556
| -17% | -$167K | 0.07% | 240 |
|
|
2020
Q1 | $788K | Sell |
3,217
-28
| -0.9% | -$7.68K | 0.07% | 230 |
|
|
2019
Q4 | $886K | Buy |
3,245
+114
| +4% | +$29.6K | 0.08% | 235 |
|
|
2019
Q3 | $767K | Buy |
3,131
+161
| +5% | +$40.2K | 0.07% | 251 |
|
|
2019
Q2 | $677K | Sell |
2,970
-131
| -4% | -$28.6K | 0.07% | 260 |
|
|
2019
Q1 | $653K | Hold |
3,101
| – | – | 0.08% | 243 |
|
|
2018
Q4 | $527K | Sell |
3,101
-90
| -3% | -$16.1K | 0.07% | 239 |
|
|
2018
Q3 | $623K | Sell |
3,191
-8
| -0.3% | -$1.65K | 0.08% | 234 |
|
|
2018
Q2 | $652K | Buy |
3,199
+24
| +0.8% | +$4.74K | 0.09% | 200 |
|
|
2018
Q1 | $607K | Sell |
3,175
-120
| -4% | -$22.1K | 0.08% | 201 |
|
|
2017
Q4 | $558K | Buy |
+3,295
| New | +$538K | 0.08% | 189 |
|
Other funds holding SPGI
Advisornet Financial's SPGI Position: Q2 2026 in Review
Advisornet Financial reduced its S&P Global (SPGI) stake by 25% in Q2 2026, selling an estimated $219K and leaving 1,587 shares worth $646K. The position accounts for 0.03% of the portfolio, ranked #361.
Advisornet Financial first reported a position in SPGI in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.6M in Q3 2024. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.
- Advisornet Financial held 1,587 shares of S&P Global worth $646K as of Q2 2026.
- Advisornet Financial sold 519 S&P Global shares in Q2 2026, an estimated $219K.
- S&P Global made up 0.03% of Advisornet Financial's portfolio in Q2 2026, its #361 holding.
- Advisornet Financial first reported a position in S&P Global in Q4 2017 and has held it in 35 quarters since.
- Advisornet Financial's S&P Global position peaked at $1.6M in Q3 2024.
- 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.
Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.