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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
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 $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

Daner Wealth Management's SPGI Position: Q1 2026 in Review

Daner Wealth Management opened a new position in S&P Global (SPGI) in Q1 2026: 504 shares worth $214K. The stake represents 0.13% of the portfolio and ranks #85 among its holdings. This is a return to the name: Daner Wealth Management previously reported a position in SPGI as recently as Q3 2025.

Daner Wealth Management first reported a position in SPGI in Q3 2025 and has held it in 2 quarters since. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Daner Wealth Management held 504 shares of S&P Global worth $214K as of Q1 2026.
  • S&P Global was a new Daner Wealth Management position in Q1 2026.
  • S&P Global made up 0.13% of Daner Wealth Management's portfolio in Q1 2026, its #85 holding.
  • Daner Wealth Management first reported a position in S&P Global in Q3 2025 and has held it in 2 quarters since.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Daner Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.