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Alteri Wealth’s S&P Global SPGI Stock Holding History

Alteri Wealth’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 		– Sell
-1,497
Closed -$637K – 311
2026
Q1 		$637K Buy
1,497
+52
+4% +$24.1K 0.21% 127
2025
Q4 		$755K Sell
1,445
-153
-10% -$75.7K 0.24% 98
2025
Q3 		$778K Sell
1,598
-36
-2% -$19.3K 0.27% 89
2025
Q2 		$861K Sell
1,634
-108
-6% -$53.9K 0.33% 72
2025
Q1 		$885K Buy
1,742
+89
+5% +$45.5K 0.39% 64
2024
Q4 		$823K Buy
+1,653
New +$839K 0.23% 64

Other funds holding SPGI

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Alteri Wealth's SPGI Position: Q2 2026 in Review

Alteri Wealth sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 1,497 shares — an estimated $637K sold.

Alteri Wealth first reported a position in SPGI in Q4 2024 and held it in 6 quarters. The position peaked at $885K in Q1 2025. 821 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Alteri Wealth reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • Alteri Wealth sold 1,497 S&P Global shares in Q2 2026, an estimated $637K.
  • Alteri Wealth first reported a position in S&P Global in Q4 2024 and held it in 6 quarters.
  • Alteri Wealth's S&P Global position peaked at $885K in Q1 2025.
  • 821 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

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