GWM
SPGI icon

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

Greenline 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 		– Sell
-507
Closed -$215K – 139
2026
Q1 		$215K Buy
507
+387
+323% +$180K 0.25% 86
2025
Q4 		$62.6K Buy
+120
New +$59.4K 0.06% 179

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

Greenline Wealth Management's SPGI Position: Q2 2026 in Review

Greenline Wealth Management sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 507 shares — an estimated $215K sold.

Greenline Wealth Management first reported a position in SPGI in Q4 2025 and held it in 2 quarters. The position peaked at $215K in Q1 2026. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Greenline Wealth Management reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • Greenline Wealth Management sold 507 S&P Global shares in Q2 2026, an estimated $215K.
  • Greenline Wealth Management first reported a position in S&P Global in Q4 2025 and held it in 2 quarters.
  • Greenline Wealth Management's S&P Global position peaked at $215K in Q1 2026.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Greenline Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.