Gilliland Jeter Wealth Management’s S&P Global SPGI Stock Holding History

Gilliland Jeter Wealth Management’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	$357K	Sell	875 -110	-11%	-$46.5K	0.09%	149
2026 Q1	$419K	Sell	985 -356	-27%	-$165K	0.12%	127
2025 Q4	$701K	Sell	1,341 -158	-11%	-$78.2K	0.21%	92
2025 Q3	$730K	Sell	1,499 -642	-30%	-$344K	0.23%	90
2025 Q2	$1.13M	Sell	2,141 -7	-0.3%	-$3.49K	0.37%	61
2025 Q1	$1.09M	Sell	2,148 -278	-11%	-$142K	0.39%	57
2024 Q4	$1.21M	Sell	2,426 -32	-1%	-$16.2K	0.41%	54
2024 Q3	$1.27M	Buy	2,458 +1	+0%	+$495	0.41%	53
2024 Q2	$1.1M	Buy	2,457 +2	+0.1%	+$858	0.37%	62
2024 Q1	$1.04M	Sell	2,455 -117	-5%	-$50.7K	0.36%	64
2023 Q4	$1.13M	Buy	+2,572	New	+$1.01M	0.47%	60

Other funds holding SPGI

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

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

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Gilliland Jeter Wealth Management's SPGI Position: Q2 2026 in Review

Gilliland Jeter Wealth Management reduced its S&P Global (SPGI) stake by 11% in Q2 2026, selling an estimated $46.5K and leaving 875 shares worth $357K. The position accounts for 0.09% of the portfolio, ranked #149.

Gilliland Jeter Wealth Management first reported a position in SPGI in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.27M in Q3 2024. 1,142 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Gilliland Jeter Wealth Management held 875 shares of S&P Global worth $357K as of Q2 2026.
Gilliland Jeter Wealth Management sold 110 S&P Global shares in Q2 2026, an estimated $46.5K.
S&P Global made up 0.09% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #149 holding.
Gilliland Jeter Wealth Management first reported a position in S&P Global in Q4 2023 and has held it in 11 quarters since.
Gilliland Jeter Wealth Management's S&P Global position peaked at $1.27M in Q3 2024.
1,142 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.