Elite Life Management
SPGI icon

Elite Life Management’s S&P Global SPGI Stock Holding History

Elite Life 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
Q3 		$222K Buy
+470
New +$199K 0.26% 55
2026
Q2 		– Sell
-491
Closed -$206K – 63
2026
Q1 		$206K Buy
491
+24
+5% +$11.1K 0.26% 54
2025
Q4 		$205K Buy
+467
New +$231K 0.33% 52

Other funds holding SPGI

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $41.7B AUM 20.63% 1-Year Est. Return

Elite Life Management's SPGI Position: Q3 2026 in Review

Elite Life Management opened a new position in S&P Global (SPGI) in Q3 2026: 470 shares worth $222K. The stake represents 0.26% of the portfolio and ranks #55 among its holdings. This is a return to the name: Elite Life Management previously reported a position in SPGI as recently as Q1 2026.

Elite Life Management first reported a position in SPGI in Q4 2025 and has held it in 3 quarters since. 1,304 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Elite Life Management held 470 shares of S&P Global worth $222K as of Q3 2026.
  • S&P Global was a new Elite Life Management position in Q3 2026.
  • S&P Global made up 0.26% of Elite Life Management's portfolio in Q3 2026, its #55 holding.
  • Elite Life Management first reported a position in S&P Global in Q4 2025 and has held it in 3 quarters since.
  • 1,304 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Elite Life Management's 13F filing for Q3 2026, filed 6 Nov 2026.