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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Creative Planning's SPGI Position: Q2 2026 in Review

Creative Planning reduced its S&P Global (SPGI) stake by 3.8% in Q2 2026, selling an estimated $1.87M and leaving 112,016 shares worth $45.6M. The position accounts for 0.03% of the portfolio, ranked #260.

Creative Planning first reported a position in SPGI in Q2 2016 and has held it in 41 quarters since. The position peaked at $53.4M in Q4 2025. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Creative Planning held 112,016 shares of S&P Global worth $45.6M as of Q2 2026.
Creative Planning sold 4,424 S&P Global shares in Q2 2026, an estimated $1.87M.
S&P Global made up 0.03% of Creative Planning's portfolio in Q2 2026, its #260 holding.
Creative Planning first reported a position in S&P Global in Q2 2016 and has held it in 41 quarters since.
Creative Planning's S&P Global position peaked at $53.4M in Q4 2025.
2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.