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

Dogwood 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 		$91.6K Buy
225
+184
+449% +$77.7K 0.04% 116
2026
Q1 		$17.4K Buy
41
+3
+8% +$1.39K 0.01% 257
2025
Q4 		$19.9K Sell
38
-11
-22% -$5.44K 0.01% 203
2025
Q3 		$23.8K Buy
49
+13
+36% +$6.96K 0.01% 171
2025
Q2 		$18.9K Buy
36
+34
+1,700% +$17K 0.01% 180
2025
Q1 		$1.02K Buy
+2
New +$1.02K ﹤0.01% 429
2024
Q3 		– Hold
0
– – – 210
2024
Q2 		– Hold
0
– – – 261
2024
Q1 		– Hold
0
– – – 258
2023
Q4 		– Hold
0
– – – 226

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

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

Dogwood Wealth Management increased its S&P Global (SPGI) stake by 449% in Q2 2026, buying an estimated $77.7K and bringing the position to 225 shares worth $91.6K. The position accounts for 0.04% of the portfolio, ranked #116.

Dogwood Wealth Management first reported a position in SPGI in Q1 2025 and has held it in 6 quarters since. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Dogwood Wealth Management held 225 shares of S&P Global worth $91.6K as of Q2 2026.
  • Dogwood Wealth Management bought 184 S&P Global shares in Q2 2026, an estimated $77.7K.
  • S&P Global made up 0.04% of Dogwood Wealth Management's portfolio in Q2 2026, its #116 holding.
  • Dogwood Wealth Management first reported a position in S&P Global in Q1 2025 and has held it in 6 quarters since.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.