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HHM Wealth Advisors’s S&P Global SPGI Stock Holding History

HHM Wealth 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
Q2 		$102K Sell
250
-18
-7% -$7.6K 0.01% 284
2026
Q1 		$114K Buy
268
+30
+13% +$13.9K 0.01% 255
2025
Q4 		$125K Hold
238
– – 0.01% 242
2025
Q3 		$116K Sell
238
-7
-3% -$3.75K 0.01% 263
2025
Q2 		$129K Hold
245
– – 0.02% 251
2025
Q1 		$125K Hold
245
– – 0.02% 241
2024
Q4 		$122K Buy
245
+7
+3% +$3.55K 0.02% 242
2024
Q3 		$123K Buy
238
+9
+4% +$4.45K 0.02% 229
2024
Q2 		$102K Hold
229
– – 0.02% 241
2024
Q1 		$97.4K Hold
229
– – 0.02% 209
2023
Q4 		$101K Buy
229
+60
+36% +$23.7K 0.02% 208
2023
Q3 		$61.8K Hold
169
– – 0.01% 249
2023
Q2 		$67.8K Sell
169
-7
-4% -$2.56K 0.01% 249
2023
Q1 		$60.7K Hold
176
– – 0.01% 251
2022
Q4 		$58.9K Sell
176
-31
-15% -$10.2K 0.01% 224
2022
Q3 		$63K Hold
207
– – 0.02% 202
2022
Q2 		$70K Sell
207
-167
-45% -$59.5K 0.02% 234
2022
Q1 		$153K Sell
374
-193
-34% -$78.6K 0.04% 167
2021
Q4 		$268K Buy
567
+360
+174% +$165K 0.06% 116
2021
Q3 		$88K Hold
207
– – 0.02% 222
2021
Q2 		$85K Hold
207
– – 0.02% 225
2021
Q1 		$73K Hold
207
– – 0.02% 223
2020
Q4 		$68K Hold
207
– – 0.02% 223
2020
Q3 		$75K Hold
207
– – 0.03% 181
2020
Q2 		$68K Hold
207
– – 0.03% 197
2020
Q1 		$51K Buy
+207
New +$56.8K 0.02% 202

Other funds holding SPGI

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

HHM Wealth Advisors's SPGI Position: Q2 2026 in Review

HHM Wealth Advisors reduced its S&P Global (SPGI) stake by 6.7% in Q2 2026, selling an estimated $7.6K and leaving 250 shares worth $102K. The position accounts for 0.01% of the portfolio, ranked #284.

HHM Wealth Advisors first reported a position in SPGI in Q1 2020 and has held it in 26 quarters since. The position peaked at $268K in Q4 2021. 579 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • HHM Wealth Advisors held 250 shares of S&P Global worth $102K as of Q2 2026.
  • HHM Wealth Advisors sold 18 S&P Global shares in Q2 2026, an estimated $7.6K.
  • S&P Global made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #284 holding.
  • HHM Wealth Advisors first reported a position in S&P Global in Q1 2020 and has held it in 26 quarters since.
  • HHM Wealth Advisors's S&P Global position peaked at $268K in Q4 2021.
  • 579 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.