CW
SPGI icon

CreativeOne Wealth’s S&P Global SPGI Stock Holding History

CreativeOne Wealth’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 		$596K Buy
1,462
+92
+7% +$38.9K 0.01% 742
2026
Q1 		$583K Sell
1,370
-254
-16% -$118K 0.01% 749
2025
Q4 		$849K Sell
1,624
-190
-10% -$94K 0.02% 620
2025
Q3 		$883K Sell
1,814
-231
-11% -$124K 0.02% 588
2025
Q2 		$1.08M Buy
2,045
+274
+15% +$137K 0.03% 507
2025
Q1 		$900K Buy
1,771
+295
+20% +$151K 0.03% 515
2024
Q4 		$735K Buy
1,476
+66
+5% +$33.5K 0.02% 580
2024
Q3 		$729K Buy
1,410
+490
+53% +$242K 0.02% 521
2024
Q2 		$411K Sell
920
-700
-43% -$300K 0.02% 530
2024
Q1 		$690K Buy
1,620
+815
+101% +$353K 0.03% 476
2023
Q4 		$355K Buy
+805
New +$318K 0.02% 452
2023
Q3 		– Sell
-1,003
Closed -$402K – 798
2023
Q2 		$402K Buy
1,003
+190
+23% +$69.4K 0.02% 559
2023
Q1 		$280K Buy
813
+15
+2% +$5.28K 0.01% 658
2022
Q4 		$267K Sell
798
-1,946
-71% -$641K 0.01% 611
2022
Q3 		$838K Buy
2,744
+1,376
+101% +$492K 0.05% 291
2022
Q2 		$461K Sell
1,368
-265
-16% -$94.5K 0.03% 438
2022
Q1 		$670K Buy
1,633
+415
+34% +$169K 0.03% 355
2021
Q4 		$575K Buy
1,218
+305
+33% +$140K 0.03% 414
2021
Q3 		$388K Buy
913
+125
+16% +$54.2K 0.02% 473
2021
Q2 		$324K Buy
+788
New +$303K 0.02% 510

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

CreativeOne Wealth's SPGI Position: Q2 2026 in Review

CreativeOne Wealth increased its S&P Global (SPGI) stake by 6.7% in Q2 2026, buying an estimated $38.9K and bringing the position to 1,462 shares worth $596K. The position accounts for 0.01% of the portfolio, ranked #742.

CreativeOne Wealth first reported a position in SPGI in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.08M in Q2 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • CreativeOne Wealth held 1,462 shares of S&P Global worth $596K as of Q2 2026.
  • CreativeOne Wealth bought 92 S&P Global shares in Q2 2026, an estimated $38.9K.
  • S&P Global made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #742 holding.
  • CreativeOne Wealth first reported a position in S&P Global in Q2 2021 and has held it in 20 quarters since.
  • CreativeOne Wealth's S&P Global position peaked at $1.08M in Q2 2025.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.