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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
Q2 		– Sell
-814
Closed -$346K – 157
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
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

Goodman Advisory Group's SPGI Position: Q2 2026 in Review

Goodman Advisory Group sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 814 shares — an estimated $346K sold.

Goodman Advisory Group first reported a position in SPGI in Q1 2022 and held it in 16 quarters. The position peaked at $3.3M in Q2 2025. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Goodman Advisory Group reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • Goodman Advisory Group sold 814 S&P Global shares in Q2 2026, an estimated $346K.
  • Goodman Advisory Group first reported a position in S&P Global in Q1 2022 and held it in 16 quarters.
  • Goodman Advisory Group's S&P Global position peaked at $3.3M in Q2 2025.
  • 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Goodman Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.