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Elevated Capital Advisors’s S&P Global SPGI Stock Holding History

Elevated Capital Advisors’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 		$335K Sell
822
-592
-42% -$250K 0.09% 189
2026
Q1 		$601K Buy
1,414
+106
+8% +$49.2K 0.15% 155
2025
Q4 		$683K Sell
1,308
-229
-15% -$113K 0.16% 158
2025
Q3 		$748K Sell
1,537
-241
-14% -$129K 0.19% 151
2025
Q2 		$904K Hold
1,778
– – 0.25% 112
2025
Q1 		$904K Sell
1,778
-94
-5% -$48K 0.25% 112
2024
Q4 		$932K Sell
1,872
-1
-0.1% -$507 0.25% 115
2024
Q3 		$968K Buy
1,873
+31
+2% +$15.3K 0.26% 110
2024
Q2 		$822K Buy
1,842
+203
+12% +$87.1K 0.23% 117
2024
Q1 		$697K Buy
1,639
+105
+7% +$45.5K 0.2% 115
2023
Q4 		$676K Buy
1,534
+120
+8% +$47.4K 0.21% 116
2023
Q3 		$517K Sell
1,414
-17
-1% -$6.68K 0.18% 123
2023
Q2 		$574K Buy
1,431
+107
+8% +$39.1K 0.19% 123
2023
Q1 		$456K Buy
1,324
+28
+2% +$9.85K 0.16% 129
2022
Q4 		$434K Buy
+1,296
New +$427K 0.17% 120

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

Elevated Capital Advisors's SPGI Position: Q2 2026 in Review

Elevated Capital Advisors reduced its S&P Global (SPGI) stake by 42% in Q2 2026, selling an estimated $250K and leaving 822 shares worth $335K. The position accounts for 0.09% of the portfolio, ranked #189.

Elevated Capital Advisors first reported a position in SPGI in Q4 2022 and has held it in 15 quarters since. The position peaked at $968K in Q3 2024. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Elevated Capital Advisors held 822 shares of S&P Global worth $335K as of Q2 2026.
  • Elevated Capital Advisors sold 592 S&P Global shares in Q2 2026, an estimated $250K.
  • S&P Global made up 0.09% of Elevated Capital Advisors's portfolio in Q2 2026, its #189 holding.
  • Elevated Capital Advisors first reported a position in S&P Global in Q4 2022 and has held it in 15 quarters since.
  • Elevated Capital Advisors's S&P Global position peaked at $968K in Q3 2024.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.