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Daner Wealth Management’s S&P Global SPGI Stock Holding History

Daner Wealth Management’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 		$215K Buy
508
+4
+0.8% +$1.69K 0.12% 92
2026
Q1 		$214K Buy
+504
New +$234K 0.13% 85
2025
Q4 		– Sell
-450
Closed -$213K – 101
2025
Q3 		$213K Buy
+450
New +$241K 0.14% 93

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

Daner Wealth Management's SPGI Position: Q2 2026 in Review

Daner Wealth Management increased its S&P Global (SPGI) stake by 0.79% in Q2 2026, buying an estimated $1.69K and bringing the position to 508 shares worth $215K. The position accounts for 0.12% of the portfolio, ranked #92.

Daner Wealth Management first reported a position in SPGI in Q3 2025 and has held it in 3 quarters since. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Daner Wealth Management held 508 shares of S&P Global worth $215K as of Q2 2026.
  • Daner Wealth Management bought 4 S&P Global shares in Q2 2026, an estimated $1.69K.
  • S&P Global made up 0.12% of Daner Wealth Management's portfolio in Q2 2026, its #92 holding.
  • Daner Wealth Management first reported a position in S&P Global in Q3 2025 and has held it in 3 quarters since.
  • 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Daner Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.