IWN
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Independent Wealth Network’s S&P Global SPGI Stock Holding History

Independent Wealth Network’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
-511
Closed -$217K – 355
2026
Q1 		$217K Sell
511
-67
-12% -$31.1K 0.06% 271
2025
Q4 		$302K Sell
578
-2
-0.3% -$990 0.09% 204
2025
Q3 		$282K Buy
580
+2
+0.3% +$1.07K 0.09% 215
2025
Q2 		$305K Buy
578
+29
+5% +$14.5K 0.11% 191
2025
Q1 		$279K Sell
549
-5
-0.9% -$2.56K 0.11% 187
2024
Q4 		$276K Buy
554
+50
+10% +$25.4K 0.11% 180
2024
Q3 		$260K Sell
504
-8
-2% -$3.96K 0.12% 183
2024
Q2 		$228K Buy
512
+18
+4% +$7.72K 0.11% 193
2024
Q1 		$210K Sell
494
-54
-10% -$23.4K 0.1% 200
2023
Q4 		$241K Buy
+548
New +$216K 0.13% 171
2023
Q3 		– Sell
-525
Closed -$210K – 209
2023
Q2 		$210K Buy
+525
New +$192K 0.13% 186
2022
Q2 		– Sell
-572
Closed -$235K – 211
2022
Q1 		$235K Buy
572
+16
+3% +$6.52K 0.15% 167
2021
Q4 		$262K Buy
556
+16
+3% +$7.32K 0.16% 155
2021
Q3 		$246K Buy
+540
New +$234K 0.16% 160

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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Independent Wealth Network's SPGI Position: Q2 2026 in Review

Independent Wealth Network sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 511 shares — an estimated $217K sold.

Independent Wealth Network first reported a position in SPGI in Q3 2021 and held it in 14 quarters. The position peaked at $305K in Q2 2025. 449 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Independent Wealth Network reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • Independent Wealth Network sold 511 S&P Global shares in Q2 2026, an estimated $217K.
  • Independent Wealth Network first reported a position in S&P Global in Q3 2021 and held it in 14 quarters.
  • Independent Wealth Network's S&P Global position peaked at $305K in Q2 2025.
  • 449 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.