GWP
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Gateway Wealth Partners’s S&P Global SPGI Stock Holding History

Gateway Wealth Partners’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 		$246K Sell
603
-416
-41% -$176K 0.01% 688
2026
Q1 		$433K Buy
+1,019
New +$473K 0.02% 609

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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

Gateway Wealth Partners's SPGI Position: Q2 2026 in Review

Gateway Wealth Partners reduced its S&P Global (SPGI) stake by 41% in Q2 2026, selling an estimated $176K and leaving 603 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #688.

Gateway Wealth Partners first reported a position in SPGI in Q1 2026 and has held it in 2 quarters since. The position peaked at $433K in Q1 2026. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Gateway Wealth Partners held 603 shares of S&P Global worth $246K as of Q2 2026.
  • Gateway Wealth Partners sold 416 S&P Global shares in Q2 2026, an estimated $176K.
  • S&P Global made up 0.01% of Gateway Wealth Partners's portfolio in Q2 2026, its #688 holding.
  • Gateway Wealth Partners first reported a position in S&P Global in Q1 2026 and has held it in 2 quarters since.
  • Gateway Wealth Partners's S&P Global position peaked at $433K in Q1 2026.
  • 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.