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B.O.S.S. Retirement Advisors’s S&P Global SPGI Stock Holding History

B.O.S.S. Retirement 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 		$381K Sell
936
-429
-31% -$181K 0.1% 110
2026
Q1 		$581K Sell
1,365
-377
-22% -$175K 0.18% 84
2025
Q4 		$910K Sell
1,742
-2,323
-57% -$1.15M 0.29% 69
2025
Q3 		$1.98M Sell
4,065
-226
-5% -$121K 0.47% 51
2025
Q2 		$2.26M Sell
4,291
-253
-6% -$126K 0.57% 39
2025
Q1 		$2.31M Sell
4,544
-317
-7% -$162K 0.67% 35
2024
Q4 		$2.42M Sell
4,861
-5,532
-53% -$2.81M 0.68% 33
2024
Q3 		$5.37M Buy
10,393
+1,462
+16% +$724K 1.08% 25
2024
Q2 		$3.98M Buy
8,931
+3,309
+59% +$1.42M 1.02% 29
2024
Q1 		$2.48M Sell
5,622
-8,737
-61% -$3.79M 0.95% 35
2023
Q4 		$6.33M Buy
14,359
+741
+5% +$292K 1.23% 13
2023
Q3 		$4.98M Buy
13,618
+810
+6% +$318K 1.07% 12
2023
Q2 		$5.13M Buy
12,808
+4,384
+52% +$1.6M 1.09% 12
2023
Q1 		$2.9M Sell
8,424
-65
-0.8% -$22.9K 0.68% 37
2022
Q4 		$2.84M Buy
+8,489
New +$2.8M 0.73% 31

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

B.O.S.S. Retirement Advisors's SPGI Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors reduced its S&P Global (SPGI) stake by 31% in Q2 2026, selling an estimated $181K and leaving 936 shares worth $381K. The position accounts for 0.1% of the portfolio, ranked #110.

B.O.S.S. Retirement Advisors first reported a position in SPGI in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.33M in Q4 2023. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • B.O.S.S. Retirement Advisors held 936 shares of S&P Global worth $381K as of Q2 2026.
  • B.O.S.S. Retirement Advisors sold 429 S&P Global shares in Q2 2026, an estimated $181K.
  • S&P Global made up 0.1% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #110 holding.
  • B.O.S.S. Retirement Advisors first reported a position in S&P Global in Q4 2022 and has held it in 15 quarters since.
  • B.O.S.S. Retirement Advisors's S&P Global position peaked at $6.33M in Q4 2023.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.