Elwood & Goetz Wealth Advisory Group’s S&P Global SPGI Stock Holding History

Elwood & Goetz Wealth Advisory Group’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	$257K	Sell	632 -40	-6%	-$16.9K	0.04%	131
2026 Q1	$286K	Buy	672 +40	+6%	+$18.6K	0.05%	111
2025 Q4	$330K	Buy	632 +20	+3%	+$9.9K	0.06%	97
2025 Q3	$298K	Hold	612	–	–	0.06%	96
2025 Q2	$323K	Hold	612	–	–	0.07%	86
2025 Q1	$311K	Hold	612	–	–	0.08%	72
2024 Q4	$305K	Hold	612	–	–	0.07%	75
2024 Q3	$316K	Buy	+612	New	+$303K	0.08%	69

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Elwood & Goetz Wealth Advisory Group's SPGI Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group reduced its S&P Global (SPGI) stake by 6% in Q2 2026, selling an estimated $16.9K and leaving 632 shares worth $257K. The position accounts for 0.04% of the portfolio, ranked #131.

Elwood & Goetz Wealth Advisory Group first reported a position in SPGI in Q3 2024 and has held it in 8 quarters since. The position peaked at $330K in Q4 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Elwood & Goetz Wealth Advisory Group held 632 shares of S&P Global worth $257K as of Q2 2026.
Elwood & Goetz Wealth Advisory Group sold 40 S&P Global shares in Q2 2026, an estimated $16.9K.
S&P Global made up 0.04% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #131 holding.
Elwood & Goetz Wealth Advisory Group first reported a position in S&P Global in Q3 2024 and has held it in 8 quarters since.
Elwood & Goetz Wealth Advisory Group's S&P Global position peaked at $330K in Q4 2025.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.