Financial Gravity Companies’s S&P Global SPGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$815 Buy
+2
New +$845 ﹤0.01% 827
2018
Q4
$60K Buy
+308
New +$55.2K 0.05% 283
2018
Q1
$62K Sell
330
-303
-48% -$55.9K 0.06% 261
2017
Q4
$115K Buy
+633
New +$103K 0.13% 157

Other funds holding SPGI

Financial Gravity Companies's SPGI Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in S&P Global (SPGI) in Q2 2026: 2 shares worth $815. The stake represents ﹤0.01% of the portfolio and ranks #827 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SPGI as recently as Q4 2018.

Financial Gravity Companies first reported a position in SPGI in Q4 2017 and has held it in 4 quarters since. The position peaked at $115K in Q4 2017. 2,027 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Financial Gravity Companies held 2 shares of S&P Global worth $815 as of Q2 2026.
  • S&P Global was a new Financial Gravity Companies position in Q2 2026.
  • S&P Global made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #827 holding.
  • Financial Gravity Companies first reported a position in S&P Global in Q4 2017 and has held it in 4 quarters since.
  • Financial Gravity Companies's S&P Global position peaked at $115K in Q4 2017.
  • 2,027 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.