Continuum Advisory’s S&P Global SPGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$165K Buy
+404
New +$171K 0.01% 508
2025
Q3
Sell
-1,607
Closed -$847K 457
2025
Q2
$847K Buy
1,607
+58
+4% +$28.9K 0.1% 189
2025
Q1
$787K Sell
1,549
-28
-2% -$14.3K 0.1% 175
2024
Q4
$785K Buy
1,577
+33
+2% +$16.7K 0.1% 185
2024
Q3
$788K Buy
1,544
+20
+1% +$9.9K 0.1% 187
2024
Q2
$680K Buy
1,524
+13
+0.9% +$5.58K 0.1% 192
2024
Q1
$653K Sell
1,511
-356
-19% -$154K 0.1% 201
2023
Q4
$823K Buy
1,867
+18
+1% +$7.1K 0.12% 202
2023
Q3
$676K Sell
1,849
-43
-2% -$16.9K 0.11% 223
2023
Q2
$758K Hold
1,892
0.12% 208
2023
Q1
$652K Buy
1,892
+62
+3% +$21.8K 0.11% 218
2022
Q4
$613K Buy
1,830
+89
+5% +$29.3K 0.11% 222
2022
Q3
$532K Sell
1,741
-88
-5% -$31.5K 0.09% 225
2022
Q2
$616K Sell
1,829
-36
-2% -$12.8K 0.11% 222
2022
Q1
$702K Buy
1,865
+641
+52% +$261K 0.13% 193
2021
Q4
$578K Sell
1,224
-76
-6% -$34.8K 0.13% 165
2021
Q3
$552K Buy
1,300
+78
+6% +$33.8K 0.15% 150
2021
Q2
$502K Buy
+1,222
New +$470K 0.16% 144

Other funds holding SPGI

Continuum Advisory's SPGI Position: Q2 2026 in Review

Continuum Advisory opened a new position in S&P Global (SPGI) in Q2 2026: 404 shares worth $165K. The stake represents 0.01% of the portfolio and ranks #508 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in SPGI as recently as Q2 2025.

Continuum Advisory first reported a position in SPGI in Q2 2021 and has held it in 18 quarters since. The position peaked at $847K in Q2 2025. 2,020 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Continuum Advisory held 404 shares of S&P Global worth $165K as of Q2 2026.
  • S&P Global was a new Continuum Advisory position in Q2 2026.
  • S&P Global made up 0.01% of Continuum Advisory's portfolio in Q2 2026, its #508 holding.
  • Continuum Advisory first reported a position in S&P Global in Q2 2021 and has held it in 18 quarters since.
  • Continuum Advisory's S&P Global position peaked at $847K in Q2 2025.
  • 2,020 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.