Advisory Alpha’s S&P Global SPGI Stock Holding History

Advisory Alpha’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	$909K	Buy	2,230 +549	+33%	+$232K	0.02%	241
2026 Q1	$716K	Buy	1,681 +389	+30%	+$181K	0.02%	255
2025 Q4	$675K	Buy	1,292 +283	+28%	+$140K	0.02%	249
2025 Q3	$481K	Buy	1,009 +512	+103%	+$274K	0.01%	299
2025 Q2	$262K	Buy	+497	New	+$248K	0.01%	399
2020 Q4	–	Sell	-27	Closed	-$10K	–	563
2020 Q3	$10K	Buy	+27	New	+$9.53K	﹤0.01%	434
2020 Q2	–	Sell	-27	Closed	-$7.55K	–	533
2020 Q1	$7.55K	Hold	27	–	–	﹤0.01%	440
2019 Q4	$7.94K	Sell	27 -22	-45%	-$5.72K	﹤0.01%	521
2019 Q3	$12.2K	Buy	+49	New	+$12.2K	﹤0.01%	433
2019 Q2	–	Sell	-14	Closed	-$2.98K	–	561
2019 Q1	$2.98K	Buy	+14	New	+$2.71K	﹤0.01%	517

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

Advisory Alpha's SPGI Position: Q2 2026 in Review

Advisory Alpha increased its S&P Global (SPGI) stake by 33% in Q2 2026, buying an estimated $232K and bringing the position to 2,230 shares worth $909K. The position accounts for 0.02% of the portfolio, ranked #241.

Advisory Alpha first reported a position in SPGI in Q1 2019 and has held it in 10 quarters since. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Advisory Alpha held 2,230 shares of S&P Global worth $909K as of Q2 2026.
Advisory Alpha bought 549 S&P Global shares in Q2 2026, an estimated $232K.
S&P Global made up 0.02% of Advisory Alpha's portfolio in Q2 2026, its #241 holding.
Advisory Alpha first reported a position in S&P Global in Q1 2019 and has held it in 10 quarters since.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.