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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
Q2 		$2.29M Sell
5,614
-3,659
-39% -$1.55M 0.03% 486
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 $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

Arkadios Wealth Advisors's SPGI Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its S&P Global (SPGI) stake by 39% in Q2 2026, selling an estimated $1.55M and leaving 5,614 shares worth $2.29M. The position accounts for 0.03% of the portfolio, ranked #486.

Arkadios Wealth Advisors first reported a position in SPGI in Q4 2019 and has held it in 25 quarters since. The position peaked at $4.88M in Q4 2025. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Arkadios Wealth Advisors held 5,614 shares of S&P Global worth $2.29M as of Q2 2026.
  • Arkadios Wealth Advisors sold 3,659 S&P Global shares in Q2 2026, an estimated $1.55M.
  • S&P Global made up 0.03% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #486 holding.
  • Arkadios Wealth Advisors first reported a position in S&P Global in Q4 2019 and has held it in 25 quarters since.
  • Arkadios Wealth Advisors's S&P Global position peaked at $4.88M in Q4 2025.
  • 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.