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Arkadios Wealth Advisors’s S&P Global SPGI Stock Holding History

Arkadios Wealth Advisors’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
Q1 		$3.94M Sell
9,273
-68
-0.7% -$31.6K 0.06% 313
2025
Q4 		$4.88M Buy
9,341
+1,402
+18% +$694K 0.09% 225
2025
Q3 		$3.86M Buy
7,939
+2,847
+56% +$1.52M 0.09% 231
2025
Q2 		$2.69M Buy
5,092
+1,636
+47% +$816K 0.08% 271
2025
Q1 		$1.76M Buy
3,456
+1,357
+65% +$693K 0.07% 319
2024
Q4 		$1.05M Buy
2,099
+4
+0.2% +$2.03K 0.06% 323
2024
Q3 		$1.08M Buy
2,095
+367
+21% +$182K 0.06% 304
2024
Q2 		$771K Buy
1,728
+165
+11% +$70.8K 0.05% 339
2024
Q1 		$665K Buy
1,563
+40
+3% +$17.3K 0.05% 325
2023
Q4 		$671K Buy
1,523
+87
+6% +$34.3K 0.06% 298
2023
Q3 		$525K Buy
1,436
+130
+10% +$51.1K 0.05% 321
2023
Q2 		$524K Buy
1,306
+30
+2% +$11K 0.06% 292
2023
Q1 		$440K Buy
1,276
+607
+91% +$214K 0.05% 332
2022
Q4 		$224K Buy
669
+3
+0.5% +$989 0.03% 491
2022
Q3 		$203K Buy
666
+8
+1% +$2.86K 0.03% 491
2022
Q2 		$222K Buy
+658
New +$235K 0.03% 478
2021
Q4 		– Sell
-122
Closed -$52K – 1606
2021
Q3 		$52K Hold
122
– – 0.01% 866
2021
Q2 		$50K Buy
122
+61
+100% +$23.4K 0.01% 928
2021
Q1 		$21K Buy
61
+3
+5% +$998 ﹤0.01% 954
2020
Q4 		$19K Sell
58
-8
-12% -$2.7K ﹤0.01% 771
2020
Q3 		$23K Sell
66
-3
-4% -$1.06K 0.01% 573
2020
Q2 		$24.3K Buy
69
+44
+176% +$13.2K 0.01% 504
2020
Q1 		$6.14K Buy
25
+3
+14% +$823 ﹤0.01% 742
2019
Q4 		$6.64K Buy
+22
New +$5.72K ﹤0.01% 661

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Arkadios Wealth Advisors's SPGI Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its S&P Global (SPGI) stake by 0.73% in Q1 2026, selling an estimated $31.6K and leaving 9,273 shares worth $3.94M. The position accounts for 0.06% of the portfolio, ranked #313.

Arkadios Wealth Advisors first reported a position in SPGI in Q4 2019 and has held it in 24 quarters since. The position peaked at $4.88M in Q4 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Arkadios Wealth Advisors held 9,273 shares of S&P Global worth $3.94M as of Q1 2026.
  • Arkadios Wealth Advisors sold 68 S&P Global shares in Q1 2026, an estimated $31.6K.
  • S&P Global made up 0.06% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #313 holding.
  • Arkadios Wealth Advisors first reported a position in S&P Global in Q4 2019 and has held it in 24 quarters since.
  • Arkadios Wealth Advisors's S&P Global position peaked at $4.88M in Q4 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.