CWP
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Cyndeo Wealth Partners’s S&P Global SPGI Stock Holding History

Cyndeo Wealth Partners’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 		$3.9M Buy
9,567
+473
+5% +$200K 0.18% 128
2026
Q1 		$3.87M Buy
9,094
+4,138
+83% +$1.92M 0.2% 120
2025
Q4 		$2.59M Buy
4,956
+447
+10% +$221K 0.14% 140
2025
Q3 		$2.19M Sell
4,509
-414
-8% -$222K 0.12% 157
2025
Q2 		$2.6M Buy
4,923
+307
+7% +$153K 0.15% 146
2025
Q1 		$2.35M Sell
4,616
-1,414
-23% -$723K 0.15% 149
2024
Q4 		$3M Buy
6,030
+110
+2% +$55.8K 0.2% 127
2024
Q3 		$3.06M Buy
5,920
+450
+8% +$223K 0.21% 125
2024
Q2 		$2.44M Buy
5,470
+1,154
+27% +$495K 0.19% 139
2024
Q1 		$1.84M Sell
4,316
-234
-5% -$101K 0.15% 158
2023
Q4 		$2M Buy
4,550
+1,754
+63% +$692K 0.19% 139
2023
Q3 		$1.02M Buy
2,796
+56
+2% +$22K 0.11% 169
2023
Q2 		$1.1M Buy
2,740
+685
+33% +$250K 0.11% 161
2023
Q1 		$708K Buy
2,055
+483
+31% +$170K 0.08% 194
2022
Q4 		$527K Buy
+1,572
New +$518K 0.06% 209

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

Cyndeo Wealth Partners's SPGI Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its S&P Global (SPGI) stake by 5.2% in Q2 2026, buying an estimated $200K and bringing the position to 9,567 shares worth $3.9M. The position accounts for 0.18% of the portfolio, ranked #128.

Cyndeo Wealth Partners first reported a position in SPGI in Q4 2022 and has held it in 15 quarters since. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Cyndeo Wealth Partners held 9,567 shares of S&P Global worth $3.9M as of Q2 2026.
  • Cyndeo Wealth Partners bought 473 S&P Global shares in Q2 2026, an estimated $200K.
  • S&P Global made up 0.18% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #128 holding.
  • Cyndeo Wealth Partners first reported a position in S&P Global in Q4 2022 and has held it in 15 quarters since.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.