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Advocacy Wealth Management Services’s S&P Global SPGI Stock Holding History

Advocacy Wealth Management Services’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 		$13.9M Sell
34,253
-719
-2% -$304K 0.51% 43
2026
Q1 		$14.9M Buy
34,972
+5,709
+20% +$2.65M 0.66% 35
2025
Q4 		$15.3M Buy
29,263
+4,367
+18% +$2.16M 0.64% 38
2025
Q3 		$12.1M Buy
+24,896
New +$13.3M 0.53% 47

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Advocacy Wealth Management Services's SPGI Position: Q2 2026 in Review

Advocacy Wealth Management Services reduced its S&P Global (SPGI) stake by 2.1% in Q2 2026, selling an estimated $304K and leaving 34,253 shares worth $13.9M. The position accounts for 0.51% of the portfolio, ranked #43.

Advocacy Wealth Management Services first reported a position in SPGI in Q3 2025 and has held it in 4 quarters since. The position peaked at $15.3M in Q4 2025. 2,009 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Advocacy Wealth Management Services held 34,253 shares of S&P Global worth $13.9M as of Q2 2026.
  • Advocacy Wealth Management Services sold 719 S&P Global shares in Q2 2026, an estimated $304K.
  • S&P Global made up 0.51% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #43 holding.
  • Advocacy Wealth Management Services first reported a position in S&P Global in Q3 2025 and has held it in 4 quarters since.
  • Advocacy Wealth Management Services's S&P Global position peaked at $15.3M in Q4 2025.
  • 2,009 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.