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Goldstein Advisors’s S&P Global SPGI Stock Holding History

Goldstein Advisors’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
Q1 		– Sell
-534
Closed -$279K – 239
2025
Q4 		$279K Buy
534
+3
+0.6% +$1.48K 0.03% 157
2025
Q3 		$258K Sell
531
-38
-7% -$20.3K 0.03% 163
2025
Q2 		$300K Sell
569
-22
-4% -$11K 0.04% 133
2025
Q1 		$300K Sell
591
-50
-8% -$25.5K 0.04% 138
2024
Q4 		$319K Buy
641
+6
+0.9% +$3.04K 0.05% 131
2024
Q3 		$328K Buy
635
+54
+9% +$26.7K 0.05% 115
2024
Q2 		$259K Sell
581
-4
-0.7% -$1.72K 0.04% 133
2024
Q1 		$249K Sell
585
-14
-2% -$6.07K 0.04% 137
2023
Q4 		$264K Sell
599
-33
-5% -$13K 0.04% 147
2023
Q3 		$231K Sell
632
-133
-17% -$52.3K 0.05% 123
2023
Q2 		$307K Sell
765
-15
-2% -$5.48K 0.06% 100
2023
Q1 		$269K Sell
780
-10
-1% -$3.52K 0.06% 107
2022
Q4 		$265K Buy
+790
New +$260K 0.06% 109

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Goldstein Advisors's SPGI Position: Q1 2026 in Review

Goldstein Advisors sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 534 shares — an estimated $279K sold.

Goldstein Advisors first reported a position in SPGI in Q4 2022 and held it in 13 quarters. The position peaked at $328K in Q3 2024. 2,123 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Goldstein Advisors reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • Goldstein Advisors sold 534 S&P Global shares in Q1 2026, an estimated $279K.
  • Goldstein Advisors first reported a position in S&P Global in Q4 2022 and held it in 13 quarters.
  • Goldstein Advisors's S&P Global position peaked at $328K in Q3 2024.
  • 2,123 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Goldstein Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.