Financial Network Wealth Advisors’s S&P Global SPGI Stock Holding History

Financial Network Wealth 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	$68.4K	Sell	168 -73	-30%	-$30.8K	0.07%	229
2026 Q1	$103K	Sell	241 -23	-9%	-$10.7K	0.1%	159
2025 Q4	$138K	Buy	264 +6	+2%	+$2.97K	0.14%	128
2025 Q3	$126K	Buy	258 +18	+8%	+$9.64K	0.14%	135
2025 Q2	$127K	Buy	240 +10	+4%	+$4.99K	0.15%	131
2025 Q1	$117K	Buy	230 +60	+35%	+$30.7K	0.15%	126
2024 Q4	$84.7K	Sell	170 -285	-63%	-$145K	0.16%	120
2024 Q3	$235K	Sell	455 -163	-26%	-$80.7K	0.19%	102
2024 Q2	$279K	Buy	+618	New	+$265K	0.21%	98

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

Financial Network Wealth Advisors's SPGI Position: Q2 2026 in Review

Financial Network Wealth Advisors reduced its S&P Global (SPGI) stake by 30% in Q2 2026, selling an estimated $30.8K and leaving 168 shares worth $68.4K. The position accounts for 0.07% of the portfolio, ranked #229.

Financial Network Wealth Advisors first reported a position in SPGI in Q2 2024 and has held it in 9 quarters since. The position peaked at $279K in Q2 2024. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Financial Network Wealth Advisors held 168 shares of S&P Global worth $68.4K as of Q2 2026.
Financial Network Wealth Advisors sold 73 S&P Global shares in Q2 2026, an estimated $30.8K.
S&P Global made up 0.07% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #229 holding.
Financial Network Wealth Advisors first reported a position in S&P Global in Q2 2024 and has held it in 9 quarters since.
Financial Network Wealth Advisors's S&P Global position peaked at $279K in Q2 2024.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.