GWSA
SPGI icon

Global Wealth Strategies & Associates’s S&P Global SPGI Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-100
Closed -$42.5K – 404
2026
Q1 		$42.5K Buy
100
+3
+3% +$1.39K 0.01% 184
2025
Q4 		$50.7K Hold
97
– – 0.01% 154
2025
Q3 		$47.2K Buy
+97
New +$51.9K 0.01% 150

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Global Wealth Strategies & Associates's SPGI Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 100 shares — an estimated $42.5K sold.

Global Wealth Strategies & Associates first reported a position in SPGI in Q3 2025 and held it in 3 quarters. The position peaked at $50.7K in Q4 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 100 S&P Global shares in Q2 2026, an estimated $42.5K.
  • Global Wealth Strategies & Associates first reported a position in S&P Global in Q3 2025 and held it in 3 quarters.
  • Global Wealth Strategies & Associates's S&P Global position peaked at $50.7K in Q4 2025.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.