DWP
SPGI icon

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

Daymark 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 		$1.3M Buy
3,198
+84
+3% +$35.5K 0.03% 304
2026
Q1 		$1.32M Buy
3,114
+600
+24% +$279K 0.04% 260
2025
Q4 		$1.31M Sell
2,514
-315
-11% -$156K 0.04% 247
2025
Q3 		$1.38M Buy
2,829
+61
+2% +$32.7K 0.05% 237
2025
Q2 		$1.46M Buy
2,768
+408
+17% +$204K 0.06% 214
2025
Q1 		$1.2M Sell
2,360
-21
-0.9% -$10.7K 0.05% 218
2024
Q4 		$1.19M Sell
2,381
-69
-3% -$35K 0.05% 213
2024
Q3 		$1.27M Sell
2,450
-41
-2% -$20.3K 0.05% 216
2024
Q2 		$1.11M Sell
2,491
-70
-3% -$30K 0.05% 225
2024
Q1 		$1.09M Buy
2,561
+25
+1% +$10.8K 0.06% 188
2023
Q4 		$1.12M Sell
2,536
-262
-9% -$103K 0.07% 177
2023
Q3 		$1.02M Sell
2,798
-401
-13% -$158K 0.07% 170
2023
Q2 		$1.28M Sell
3,199
-2,312
-42% -$845K 0.1% 149
2023
Q1 		$1.9M Buy
+5,511
New +$1.94M 0.25% 85

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

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

Daymark Wealth Partners increased its S&P Global (SPGI) stake by 2.7% in Q2 2026, buying an estimated $35.5K and bringing the position to 3,198 shares worth $1.3M. The position accounts for 0.03% of the portfolio, ranked #304.

Daymark Wealth Partners first reported a position in SPGI in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.9M in Q1 2023. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Daymark Wealth Partners held 3,198 shares of S&P Global worth $1.3M as of Q2 2026.
  • Daymark Wealth Partners bought 84 S&P Global shares in Q2 2026, an estimated $35.5K.
  • S&P Global made up 0.03% of Daymark Wealth Partners's portfolio in Q2 2026, its #304 holding.
  • Daymark Wealth Partners first reported a position in S&P Global in Q1 2023 and has held it in 14 quarters since.
  • Daymark Wealth Partners's S&P Global position peaked at $1.9M in Q1 2023.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.