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Elyxium Wealth’s S&P Global SPGI Stock Holding History

Elyxium Wealth’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 		$349K Buy
857
+269
+46% +$114K 0.04% 211
2026
Q1 		$250K Buy
588
+2
+0.3% +$929 0.08% 146
2025
Q4 		$306K Buy
586
+20
+4% +$9.9K 0.08% 141
2025
Q3 		$275K Buy
566
+11
+2% +$5.89K 0.1% 139
2025
Q2 		$293K Buy
555
+23
+4% +$11.5K 0.11% 136
2025
Q1 		$270K Buy
+532
New +$272K 0.12% 126
2024
Q4 		– Sell
-470
Closed -$243K – 124
2024
Q3 		$243K Buy
+470
New +$233K 0.13% 109

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

Elyxium Wealth's SPGI Position: Q2 2026 in Review

Elyxium Wealth increased its S&P Global (SPGI) stake by 46% in Q2 2026, buying an estimated $114K and bringing the position to 857 shares worth $349K. The position accounts for 0.04% of the portfolio, ranked #211.

Elyxium Wealth first reported a position in SPGI in Q3 2024 and has held it in 7 quarters since. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Elyxium Wealth held 857 shares of S&P Global worth $349K as of Q2 2026.
  • Elyxium Wealth bought 269 S&P Global shares in Q2 2026, an estimated $114K.
  • S&P Global made up 0.04% of Elyxium Wealth's portfolio in Q2 2026, its #211 holding.
  • Elyxium Wealth first reported a position in S&P Global in Q3 2024 and has held it in 7 quarters since.
  • 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Elyxium Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.