Creative Planning
SPGI icon

Creative Planning’s S&P Global SPGI Stock Holding History

Creative 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
2019
Q3 		– Sell
-3,000
Closed -$10K – 2094
2019
Q2 		$10K Hold
3,000
– – ﹤0.01% 1934
2019
Q1 		$16K Hold
3,000
– – ﹤0.01% 1851
2018
Q4 		$73K Hold
3,000
– – ﹤0.01% 1670
2018
Q3 		$37K Buy
+3,000
New +$619K ﹤0.01% 1904

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

Creative Planning's SPGI Position: Q1 2026 in Review

Creative Planning increased its S&P Global (SPGI) stake by 14% in Q1 2026, buying an estimated $6.65M and bringing the position to 116,440 shares worth $49.5M. The position accounts for 0.03% of the portfolio, ranked #221.

Creative Planning first reported a position in SPGI in Q2 2016 and has held it in 40 quarters since. The position peaked at $53.4M in Q4 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Creative Planning held 116,440 shares of S&P Global worth $49.5M as of Q1 2026.
  • Creative Planning bought 14,325 S&P Global shares in Q1 2026, an estimated $6.65M.
  • S&P Global made up 0.03% of Creative Planning's portfolio in Q1 2026, its #221 holding.
  • Creative Planning first reported a position in S&P Global in Q2 2016 and has held it in 40 quarters since.
  • Creative Planning's S&P Global position peaked at $53.4M in Q4 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.