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Institute for Wealth Management’s S&P Global SPGI Stock Holding History

Institute for Wealth Management’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 		$906K Sell
2,225
-17
-0.8% -$7.18K 0.08% 216
2026
Q1 		$954K Sell
2,242
-15
-0.7% -$6.96K 0.1% 208
2025
Q4 		$1.18M Buy
2,257
+679
+43% +$336K 0.13% 170
2025
Q3 		$768K Buy
1,578
+40
+3% +$21.4K 0.08% 244
2025
Q2 		$811K Sell
1,538
-61
-4% -$30.4K 0.09% 233
2025
Q1 		$813K Buy
1,599
+5
+0.3% +$2.56K 0.1% 223
2024
Q4 		$794K Sell
1,594
-10
-0.6% -$5.07K 0.1% 217
2024
Q3 		$829K Sell
1,604
-2
-0.1% -$990 0.1% 211
2024
Q2 		$716K Sell
1,606
-89
-5% -$38.2K 0.1% 215
2024
Q1 		$721K Buy
1,695
+521
+44% +$226K 0.09% 218
2023
Q4 		$517K Buy
1,174
+16
+1% +$6.31K 0.08% 259
2023
Q3 		$423K Hold
1,158
– – 0.08% 287
2023
Q2 		$464K Sell
1,158
-27
-2% -$9.87K 0.08% 278
2023
Q1 		$409K Buy
1,185
+28
+2% +$9.85K 0.08% 294
2022
Q4 		$388K Buy
1,157
+128
+12% +$42.2K 0.08% 307
2022
Q3 		$314K Hold
1,029
– – 0.07% 328
2022
Q2 		$347K Hold
1,029
– – 0.07% 356
2022
Q1 		$422K Buy
1,029
+82
+9% +$33.4K 0.07% 328
2021
Q4 		$447K Sell
947
-38
-4% -$17.4K 0.07% 297
2021
Q3 		$419K Buy
985
+182
+23% +$78.9K 0.07% 303
2021
Q2 		$330K Buy
803
+87
+12% +$33.4K 0.06% 350
2021
Q1 		$253K Buy
+716
New +$238K 0.05% 396

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Institute for Wealth Management's SPGI Position: Q2 2026 in Review

Institute for Wealth Management reduced its S&P Global (SPGI) stake by 0.76% in Q2 2026, selling an estimated $7.18K and leaving 2,225 shares worth $906K. The position accounts for 0.08% of the portfolio, ranked #216.

Institute for Wealth Management first reported a position in SPGI in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.18M in Q4 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Institute for Wealth Management held 2,225 shares of S&P Global worth $906K as of Q2 2026.
  • Institute for Wealth Management sold 17 S&P Global shares in Q2 2026, an estimated $7.18K.
  • S&P Global made up 0.08% of Institute for Wealth Management's portfolio in Q2 2026, its #216 holding.
  • Institute for Wealth Management first reported a position in S&P Global in Q1 2021 and has held it in 22 quarters since.
  • Institute for Wealth Management's S&P Global position peaked at $1.18M in Q4 2025.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.