CFFP
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Center for Financial Planning’s S&P Global SPGI Stock Holding History

Center for Financial Planning’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 		$406K Buy
998
+5
+0.5% +$2.11K 0.04% 121
2026
Q1 		$422K Buy
993
+128
+15% +$59.4K 0.04% 118
2025
Q4 		$452K Sell
865
-113
-12% -$55.9K 0.05% 115
2025
Q3 		$476K Sell
978
-1,459
-60% -$781K 0.05% 116
2025
Q2 		$1.29M Hold
2,437
– – 0.15% 54
2025
Q1 		$1.24M Sell
2,437
-1
-0% -$511 0.16% 53
2024
Q4 		$1.21M Buy
2,438
+330
+16% +$167K 0.16% 53
2024
Q3 		$1.09M Hold
2,108
– – 0.15% 53
2024
Q2 		$940K Hold
2,108
– – 0.14% 54
2024
Q1 		$897K Buy
2,108
+110
+6% +$47.7K 0.13% 59
2023
Q4 		$880K Hold
1,998
– – 0.16% 59
2023
Q3 		$730K Sell
1,998
-5
-0.2% -$1.97K 0.16% 61
2023
Q2 		$803K Hold
2,003
– – 0.17% 59
2023
Q1 		$691K Sell
2,003
-155
-7% -$54.5K 0.16% 62
2022
Q4 		$723K Sell
2,158
-11
-0.5% -$3.63K 0.18% 59
2022
Q3 		$662K Sell
2,169
-2
-0.1% -$716 0.18% 62
2022
Q2 		$732K Buy
2,171
+13
+0.6% +$4.63K 0.19% 60
2022
Q1 		$885K Buy
2,158
+658
+44% +$268K 0.18% 62
2021
Q4 		$708K Buy
1,500
+1,459
+3,559% +$667K 0.15% 69
2021
Q3 		$17K Sell
41
-1,517
-97% -$657K ﹤0.01% 318
2021
Q2 		$639K Hold
1,558
– – 0.16% 71
2021
Q1 		$550K Sell
1,558
-113
-7% -$37.6K 0.14% 75
2020
Q4 		$549K Hold
1,671
– – 0.16% 68
2020
Q3 		$603K Sell
1,671
-58
-3% -$20.5K 0.19% 54
2020
Q2 		$570K Sell
1,729
-10
-0.6% -$3.01K 0.2% 56
2020
Q1 		$426K Buy
1,739
+10
+0.6% +$2.74K 0.14% 65
2019
Q4 		$472K Buy
+1,729
New +$449K 0.12% 74

Other funds holding SPGI

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
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
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Center for Financial Planning's SPGI Position: Q2 2026 in Review

Center for Financial Planning increased its S&P Global (SPGI) stake by 0.5% in Q2 2026, buying an estimated $2.11K and bringing the position to 998 shares worth $406K. The position accounts for 0.04% of the portfolio, ranked #121.

Center for Financial Planning first reported a position in SPGI in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.29M in Q2 2025. 538 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Center for Financial Planning held 998 shares of S&P Global worth $406K as of Q2 2026.
  • Center for Financial Planning bought 5 S&P Global shares in Q2 2026, an estimated $2.11K.
  • S&P Global made up 0.04% of Center for Financial Planning's portfolio in Q2 2026, its #121 holding.
  • Center for Financial Planning first reported a position in S&P Global in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's S&P Global position peaked at $1.29M in Q2 2025.
  • 538 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.