Diversify Advisory Services’s S&P Global SPGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.04M Buy
+2,364
New +$998K 0.02% 616
2026
Q1
Sell
-2,856
Closed -$1.56M 760
2025
Q4
$1.56M Sell
2,856
-185
-6% -$91.5K 0.05% 265
2025
Q3
$1.51M Sell
3,041
-354
-10% -$190K 0.05% 272
2025
Q2
$1.9M Buy
3,395
+2,521
+288% +$1.26M 0.07% 196
2025
Q1
$430K Buy
+874
New +$447K 0.03% 389

Other funds holding SPGI

Diversify Advisory Services's SPGI Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in S&P Global (SPGI) in Q2 2026: 2,364 shares worth $1.04M. The stake represents 0.02% of the portfolio and ranks #616 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in SPGI as recently as Q4 2025.

Diversify Advisory Services first reported a position in SPGI in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.9M in Q2 2025. 2,005 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Diversify Advisory Services held 2,364 shares of S&P Global worth $1.04M as of Q2 2026.
  • S&P Global was a new Diversify Advisory Services position in Q2 2026.
  • S&P Global made up 0.02% of Diversify Advisory Services's portfolio in Q2 2026, its #616 holding.
  • Diversify Advisory Services first reported a position in S&P Global in Q1 2025 and has held it in 5 quarters since.
  • Diversify Advisory Services's S&P Global position peaked at $1.9M in Q2 2025.
  • 2,005 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.