Goodman Advisory Group’s S&P Global SPGI Stock Holding History

Goodman Advisory Group’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	$346K	Buy	814 +611	+301%	+$284K	0.09%	71
2025 Q4	$106K	Hold	203	–	–	0.03%	84
2025 Q3	$98.8K	Sell	203 -6,050	-97%	-$3.24M	0.02%	88
2025 Q2	$3.3M	Buy	6,253 +3,472	+125%	+$1.73M	1.12%	26
2025 Q1	$1.41M	Buy	+2,781	New	+$1.42M	0.43%	50
2024 Q4	–	Sell	-473	Closed	-$244K	–	159
2024 Q3	$244K	Sell	473 -103	-18%	-$51K	0.07%	77
2024 Q2	$257K	Sell	576 -80	-12%	-$34.3K	0.08%	77
2024 Q1	$279K	Hold	656	–	–	0.09%	66
2023 Q4	$289K	Hold	656	–	–	0.1%	60
2023 Q3	$240K	Sell	656 -127	-16%	-$49.9K	0.09%	65
2023 Q2	$314K	Sell	783 -309	-28%	-$113K	0.12%	52
2023 Q1	$376K	Sell	1,092 -66	-6%	-$23.2K	0.21%	38
2022 Q4	$388K	Sell	1,158 -23	-2%	-$7.58K	0.23%	36
2022 Q3	$361K	Sell	1,181 -390	-25%	-$140K	0.2%	38
2022 Q2	$530K	Sell	1,571 -121	-7%	-$43.1K	0.24%	32
2022 Q1	$694K	Buy	+1,692	New	+$689K	0.24%	48

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Goodman Advisory Group's SPGI Position: Q1 2026 in Review

Goodman Advisory Group increased its S&P Global (SPGI) stake by 301% in Q1 2026, buying an estimated $284K and bringing the position to 814 shares worth $346K. The position accounts for 0.09% of the portfolio, ranked #71.

Goodman Advisory Group first reported a position in SPGI in Q1 2022 and has held it in 16 quarters since. The position peaked at $3.3M in Q2 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Goodman Advisory Group held 814 shares of S&P Global worth $346K as of Q1 2026.
Goodman Advisory Group bought 611 S&P Global shares in Q1 2026, an estimated $284K.
S&P Global made up 0.09% of Goodman Advisory Group's portfolio in Q1 2026, its #71 holding.
Goodman Advisory Group first reported a position in S&P Global in Q1 2022 and has held it in 16 quarters since.
Goodman Advisory Group's S&P Global position peaked at $3.3M in Q2 2025.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Goodman Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.