Global Retirement Partners’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 | $1.48M | Buy |
+3,636
| New | +$1.54M | 0.02% | 594 |
|
|
2025
Q4 | $3.36M | Buy |
6,435
+3,804
| +145% | +$1.88M | 0.06% | 299 |
|
|
2025
Q3 | $1.28M | Buy |
2,631
+200
| +8% | +$107K | 0.03% | 476 |
|
|
2025
Q2 | $1.28M | Buy |
+2,431
| New | +$1.21M | 0.03% | 440 |
|
|
2024
Q4 | $704K | Buy |
1,413
+189
| +15% | +$95.9K | 0.02% | 533 |
|
|
2024
Q3 | $632K | Buy |
1,224
+143
| +13% | +$70.8K | 0.02% | 571 |
|
|
2024
Q2 | $482K | Buy |
1,081
+483
| +81% | +$207K | 0.02% | 623 |
|
|
2024
Q1 | $254K | Sell |
598
-66
| -10% | -$28.6K | 0.01% | 708 |
|
|
2023
Q4 | $290K | Buy |
664
+198
| +42% | +$78.1K | 0.01% | 624 |
|
|
2023
Q3 | $169K | Sell |
466
-13
| -3% | -$5.11K | 0.01% | 734 |
|
|
2023
Q2 | $192K | Sell |
479
-64
| -12% | -$23.4K | 0.01% | 713 |
|
|
2023
Q1 | $190K | Buy |
543
+181
| +50% | +$63.7K | 0.01% | 689 |
|
|
2022
Q4 | $121K | Buy |
362
+157
| +77% | +$51.8K | 0.01% | 752 |
|
|
2022
Q3 | $66K | Sell |
205
-28
| -12% | -$10K | 0.01% | 918 |
|
|
2022
Q2 | $79K | Buy |
233
+53
| +29% | +$18.9K | 0.01% | 834 |
|
|
2022
Q1 | $63K | Buy |
+180
| New | +$73.3K | 0.01% | 904 |
|
|
2021
Q4 | – | Sell |
-86
| Closed | -$37K | – | 1566 |
|
|
2021
Q3 | $37K | Buy |
86
+30
| +54% | +$13K | ﹤0.01% | 958 |
|
|
2021
Q2 | $23K | Sell |
56
-69
| -55% | -$26.5K | ﹤0.01% | 1150 |
|
|
2021
Q1 | $44K | Sell |
125
-29
| -19% | -$9.65K | 0.01% | 840 |
|
|
2020
Q4 | $51K | Sell |
154
-10
| -6% | -$3.37K | 0.01% | 719 |
|
|
2020
Q3 | $59K | Hold |
164
| – | – | 0.01% | 599 |
|
|
2020
Q2 | $54K | Hold |
164
| – | – | 0.01% | 619 |
|
|
2020
Q1 | $40K | Buy |
164
+98
| +148% | +$26.9K | 0.01% | 624 |
|
|
2019
Q4 | $18K | Sell |
66
-37
| -36% | -$9.61K | ﹤0.01% | 982 |
|
|
2019
Q3 | $25K | Sell |
103
-12
| -10% | -$3K | ﹤0.01% | 826 |
|
|
2019
Q2 | $26K | Sell |
115
-14
| -11% | -$3.06K | 0.01% | 807 |
|
|
2019
Q1 | $27K | Buy |
129
+25
| +24% | +$4.84K | 0.01% | 732 |
|
|
2018
Q4 | $18K | Buy |
104
+25
| +32% | +$4.48K | ﹤0.01% | 791 |
|
|
2018
Q3 | $15K | Buy |
79
+37
| +88% | +$7.64K | ﹤0.01% | 923 |
|
|
2018
Q2 | $9K | Hold |
42
| – | – | ﹤0.01% | 1038 |
|
|
2018
Q1 | $8K | Buy |
42
+4
| +11% | +$738 | ﹤0.01% | 1033 |
|
|
2017
Q4 | $6K | Sell |
38
-3
| -7% | -$490 | ﹤0.01% | 1079 |
|
|
2017
Q3 | $6K | Hold |
41
| – | – | ﹤0.01% | 973 |
|
|
2017
Q2 | $6K | Hold |
41
| – | – | ﹤0.01% | 915 |
|
|
2017
Q1 | $5K | Hold |
41
| – | – | ﹤0.01% | 920 |
|
|
2016
Q4 | $4K | Buy |
+41
| New | +$4.9K | ﹤0.01% | 885 |
|
Other funds holding SPGI
Global Retirement Partners's SPGI Position: Q2 2026 in Review
Global Retirement Partners opened a new position in S&P Global (SPGI) in Q2 2026: 3,636 shares worth $1.48M. The stake represents 0.02% of the portfolio and ranks #594 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SPGI as recently as Q4 2025.
Global Retirement Partners first reported a position in SPGI in Q4 2016 and has held it in 36 quarters since. The position peaked at $3.36M in Q4 2025. 2,014 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.
- Global Retirement Partners held 3,636 shares of S&P Global worth $1.48M as of Q2 2026.
- S&P Global was a new Global Retirement Partners position in Q2 2026.
- S&P Global made up 0.02% of Global Retirement Partners's portfolio in Q2 2026, its #594 holding.
- Global Retirement Partners first reported a position in S&P Global in Q4 2016 and has held it in 36 quarters since.
- Global Retirement Partners's S&P Global position peaked at $3.36M in Q4 2025.
- 2,014 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.
Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.