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Golden State Wealth Management’s S&P Global SPGI Stock Holding History

Golden State 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 		$64.2K Buy
157
+4
+3% +$1.69K 0.01% 671
2026
Q1 		$65.3K Sell
153
-22
-13% -$10.2K 0.01% 614
2025
Q4 		$91.6K Buy
175
+5
+3% +$2.47K 0.01% 543
2025
Q3 		$82.9K Hold
170
– – 0.01% 554
2025
Q2 		$89.8K Buy
170
+73
+75% +$36.4K 0.01% 511
2025
Q1 		$49.4K Sell
97
-1
-1% -$511 0.01% 600
2024
Q4 		$48.9K Buy
+98
New +$49.7K 0.01% 581

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

Golden State Wealth Management's SPGI Position: Q2 2026 in Review

Golden State Wealth Management increased its S&P Global (SPGI) stake by 2.6% in Q2 2026, buying an estimated $1.69K and bringing the position to 157 shares worth $64.2K. The position accounts for 0.01% of the portfolio, ranked #671.

Golden State Wealth Management first reported a position in SPGI in Q4 2024 and has held it in 7 quarters since. The position peaked at $91.6K in Q4 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Golden State Wealth Management held 157 shares of S&P Global worth $64.2K as of Q2 2026.
  • Golden State Wealth Management bought 4 S&P Global shares in Q2 2026, an estimated $1.69K.
  • S&P Global made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #671 holding.
  • Golden State Wealth Management first reported a position in S&P Global in Q4 2024 and has held it in 7 quarters since.
  • Golden State Wealth Management's S&P Global position peaked at $91.6K in Q4 2025.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.