Independent Advisor Alliance’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 | $4.03M | Sell |
9,890
-215
| -2% | -$90.8K | 0.09% | 160 |
|
|
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
Independent Advisor Alliance's SPGI Position: Q2 2026 in Review
Independent Advisor Alliance reduced its S&P Global (SPGI) stake by 2.1% in Q2 2026, selling an estimated $90.8K and leaving 9,890 shares worth $4.03M. The position accounts for 0.09% of the portfolio, ranked #160.
Independent Advisor Alliance first reported a position in SPGI in Q3 2018 and has held it in 32 quarters since. The position peaked at $6.97M in Q4 2025. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.
- Independent Advisor Alliance held 9,890 shares of S&P Global worth $4.03M as of Q2 2026.
- Independent Advisor Alliance sold 215 S&P Global shares in Q2 2026, an estimated $90.8K.
- S&P Global made up 0.09% of Independent Advisor Alliance's portfolio in Q2 2026, its #160 holding.
- Independent Advisor Alliance first reported a position in S&P Global in Q3 2018 and has held it in 32 quarters since.
- Independent Advisor Alliance's S&P Global position peaked at $6.97M in Q4 2025.
- 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.
Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.