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Advocate Investing Services’s S&P Global SPGI Stock Holding History

Advocate Investing 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 		$8.96K Hold
22
– – 0.01% 274
2026
Q1 		$9.36K Hold
22
– – 0.01% 254
2025
Q4 		$11.5K Buy
+22
New +$10.9K 0.01% 222

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

Advocate Investing Services's SPGI Position: Q2 2026 in Review

Advocate Investing Services held its S&P Global (SPGI) position steady in Q2 2026 at 22 shares worth $8.96K. The position accounts for 0.01% of the portfolio, ranked #274.

Advocate Investing Services first reported a position in SPGI in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.5K in Q4 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Advocate Investing Services held 22 shares of S&P Global worth $8.96K as of Q2 2026.
  • Advocate Investing Services left its S&P Global share count unchanged in Q2 2026.
  • S&P Global made up 0.01% of Advocate Investing Services's portfolio in Q2 2026, its #274 holding.
  • Advocate Investing Services first reported a position in S&P Global in Q4 2025 and has held it in 3 quarters since.
  • Advocate Investing Services's S&P Global position peaked at $11.5K in Q4 2025.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.