IAA
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Independent Advisor Alliance’s S&P Global SPGI Stock Holding History

Independent Advisor Alliance’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 		$4.3M Sell
10,105
-3,240
-24% -$1.5M 0.05% 348
2025
Q4 		$6.97M Sell
13,345
-19
-0.1% -$9.4K 0.17% 98
2025
Q3 		$6.5M Buy
13,364
+1,530
+13% +$819K 0.17% 95
2025
Q2 		$6.24M Buy
11,834
+605
+5% +$302K 0.18% 94
2025
Q1 		$5.71M Sell
11,229
-69
-0.6% -$35.3K 0.19% 94
2024
Q4 		$5.63M Buy
11,298
+1,369
+14% +$695K 0.07% 246
2024
Q3 		$5.13M Sell
9,929
-518
-5% -$256K 0.19% 96
2024
Q2 		$4.66M Sell
10,447
-325
-3% -$139K 0.16% 112
2024
Q1 		$4.58M Sell
10,772
-1,563
-13% -$677K 0.17% 108
2023
Q4 		$5.43M Buy
12,335
+230
+2% +$90.8K 0.2% 89
2023
Q3 		$4.42M Buy
12,105
+111
+0.9% +$43.6K 0.2% 92
2023
Q2 		$4.81M Buy
11,994
+745
+7% +$272K 0.21% 89
2023
Q1 		$3.88M Sell
11,249
-193
-2% -$67.9K 0.19% 104
2022
Q4 		$3.83K Sell
11,442
-1,709
-13% -$563K ﹤0.01% 203
2022
Q3 		$4.01M Buy
13,151
+700
+6% +$250K 0.23% 91
2022
Q2 		$4.2M Sell
12,451
-16
-0.1% -$5.7K 0.23% 94
2022
Q1 		$5.11M Buy
12,467
+6,182
+98% +$2.52M 0.25% 87
2021
Q4 		$2.97M Buy
6,285
+1,279
+26% +$585K 0.15% 119
2021
Q3 		$2.13M Buy
5,006
+63
+1% +$27.3K 0.12% 155
2021
Q2 		$2.03M Buy
4,943
+471
+11% +$181K 0.11% 170
2021
Q1 		$1.58M Buy
4,472
+402
+10% +$134K 0.09% 180
2020
Q4 		$1.34M Sell
4,070
-12,985
-76% -$4.38M 0.09% 169
2020
Q3 		$6.15M Buy
17,055
+15,330
+889% +$5.41M 0.47% 57
2020
Q2 		$568K Buy
1,725
+3
+0.2% +$902 0.06% 247
2020
Q1 		$422K Sell
1,722
-799
-32% -$219K 0.06% 231
2019
Q4 		$688K Sell
2,521
-80
-3% -$20.8K 0.03% 460
2019
Q3 		$637K Sell
2,601
-141
-5% -$35.2K 0.08% 216
2019
Q2 		$625K Buy
2,742
+14
+0.5% +$3.06K 0.09% 192
2019
Q1 		$574K Sell
2,728
-4
-0.1% -$775 0.08% 210
2018
Q4 		$464K Buy
2,732
+1,676
+159% +$300K 0.08% 206
2018
Q3 		$211K Buy
+1,056
New +$218K 0.04% 339

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Independent Advisor Alliance's SPGI Position: Q1 2026 in Review

Independent Advisor Alliance reduced its S&P Global (SPGI) stake by 24% in Q1 2026, selling an estimated $1.5M and leaving 10,105 shares worth $4.3M. The position accounts for 0.05% of the portfolio, ranked #348.

Independent Advisor Alliance first reported a position in SPGI in Q3 2018 and has held it in 31 quarters since. The position peaked at $6.97M in Q4 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Independent Advisor Alliance held 10,105 shares of S&P Global worth $4.3M as of Q1 2026.
  • Independent Advisor Alliance sold 3,240 S&P Global shares in Q1 2026, an estimated $1.5M.
  • S&P Global made up 0.05% of Independent Advisor Alliance's portfolio in Q1 2026, its #348 holding.
  • Independent Advisor Alliance first reported a position in S&P Global in Q3 2018 and has held it in 31 quarters since.
  • Independent Advisor Alliance's S&P Global position peaked at $6.97M in Q4 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.