IFP Advisors’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $832K | Sell |
2,044
-65
| -3% | -$27.4K | 0.02% | 814 |
|
|
2026
Q1 | $897K | Buy |
2,109
+169
| +9% | +$78.5K | 0.02% | 734 |
|
|
2025
Q4 | $1.01M | Sell |
1,940
-197
| -9% | -$97.5K | 0.02% | 658 |
|
|
2025
Q3 | $1.04M | Sell |
2,137
-575
| -21% | -$308K | 0.03% | 586 |
|
|
2025
Q2 | $1.44M | Sell |
2,712
-2,573
| -49% | -$1.28M | 0.04% | 455 |
|
|
2025
Q1 | $2.69M | Sell |
5,285
-85
| -2% | -$43.4K | 0.08% | 287 |
|
|
2024
Q4 | $2.68M | Buy |
5,370
+232
| +5% | +$118K | 0.09% | 261 |
|
|
2024
Q3 | $2.66M | Buy |
5,138
+313
| +6% | +$155K | 0.1% | 238 |
|
|
2024
Q2 | $2.15M | Sell |
4,825
-214
| -4% | -$91.8K | 0.09% | 247 |
|
|
2024
Q1 | $2.14M | Buy |
5,039
+147
| +3% | +$63.7K | 0.09% | 236 |
|
|
2023
Q4 | $2.15M | Buy |
4,892
+416
| +9% | +$164K | 0.1% | 222 |
|
|
2023
Q3 | $1.64M | Sell |
4,476
-50
| -1% | -$19.7K | 0.07% | 283 |
|
|
2023
Q2 | $1.81M | Sell |
4,526
-362
| -7% | -$132K | 0.08% | 275 |
|
|
2023
Q1 | $800K | Sell |
4,888
-2,089
| -30% | -$735K | 0.03% | 452 |
|
|
2022
Q4 | $1.24M | Sell |
6,977
-89
| -1% | -$29.3K | 0.03% | 537 |
|
|
2022
Q3 | $1.25M | Buy |
7,066
+595
| +9% | +$213K | 0.03% | 569 |
|
|
2022
Q2 | $1.13M | Hold |
6,471
| – | – | 0.04% | 542 |
|
|
2022
Q1 | $1.13M | Buy |
6,471
+3,536
| +120% | +$1.44M | 0.04% | 542 |
|
|
2021
Q4 | $1.39M | Sell |
2,935
-24
| -0.8% | -$11K | 0.03% | 335 |
|
|
2021
Q3 | $1.27M | Buy |
2,959
+97
| +3% | +$42K | 0.03% | 351 |
|
|
2021
Q2 | $1.17M | Sell |
2,862
-74
| -3% | -$28.4K | 0.02% | 346 |
|
|
2021
Q1 | $1.03M | Sell |
2,936
-5,911
| -67% | -$1.97M | 0.02% | 357 |
|
|
2020
Q4 | $2.93M | Buy |
8,847
+222
| +3% | +$74.9K | 0.12% | 150 |
|
|
2020
Q3 | $3.11M | Buy |
8,625
+465
| +6% | +$164K | 0.19% | 111 |
|
|
2020
Q2 | $2.63M | Buy |
8,160
+6,979
| +591% | +$2.1M | 0.21% | 101 |
|
|
2020
Q1 | $284K | Buy |
1,181
+450
| +62% | +$123K | 0.03% | 469 |
|
|
2019
Q4 | $207K | Buy |
731
+105
| +17% | +$27.3K | 0.02% | 650 |
|
|
2019
Q3 | $137K | Buy |
+626
| New | +$156K | 0.01% | 911 |
|
|
2019
Q1 | $73K | Sell |
344
-2,371
| -87% | -$459K | 0.01% | 813 |
|
|
2018
Q4 | $457K | Sell |
2,715
-107
| -4% | -$19.2K | 0.03% | 588 |
|
|
2018
Q3 | $551K | Buy |
2,822
+146
| +5% | +$30.1K | 0.02% | 632 |
|
|
2018
Q2 | $546K | Buy |
2,676
+308
| +13% | +$60.8K | 0.02% | 627 |
|
|
2018
Q1 | $401K | Hold |
2,368
| – | – | 0.02% | 704 |
|
|
2017
Q4 | $401K | Buy |
2,368
+109
| +5% | +$17.8K | 0.02% | 704 |
|
|
2017
Q3 | $353K | Buy |
2,259
+13
| +0.6% | +$1.98K | 0.01% | 849 |
|
|
2017
Q2 | $328K | Buy |
2,246
+69
| +3% | +$9.58K | 0.01% | 867 |
|
|
2017
Q1 | $285K | Buy |
2,177
+3
| +0.1% | +$373 | 0.01% | 930 |
|
|
2016
Q4 | $234K | Sell |
2,174
-27
| -1% | -$3.23K | 0.01% | 975 |
|
|
2016
Q3 | $279K | Buy |
2,201
+37
| +2% | +$4.44K | 0.01% | 844 |
|
|
2016
Q2 | $232K | Buy |
+2,164
| New | +$232K | 0.01% | 902 |
|
Other funds holding SPGI
IFP Advisors's SPGI Position: Q2 2026 in Review
IFP Advisors reduced its S&P Global (SPGI) stake by 3.1% in Q2 2026, selling an estimated $27.4K and leaving 2,044 shares worth $832K. The position accounts for 0.02% of the portfolio, ranked #814.
IFP Advisors first reported a position in SPGI in Q2 2016 and has held it in 40 quarters since. The position peaked at $3.11M in Q3 2020. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.
- IFP Advisors held 2,044 shares of S&P Global worth $832K as of Q2 2026.
- IFP Advisors sold 65 S&P Global shares in Q2 2026, an estimated $27.4K.
- S&P Global made up 0.02% of IFP Advisors's portfolio in Q2 2026, its #814 holding.
- IFP Advisors first reported a position in S&P Global in Q2 2016 and has held it in 40 quarters since.
- IFP Advisors's S&P Global position peaked at $3.11M in Q3 2020.
- 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.