Invera Wealth Advisors
SPGI icon

Invera Wealth Advisors’s S&P Global SPGI Stock Holding History

Invera Wealth Advisors’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
Q3 		$787K Buy
1,995
+3
+0.2% +$1.27K 0.41% 65
2026
Q2 		$768K Buy
1,992
+410
+26% +$173K 0.41% 65
2026
Q1 		$673K Sell
1,582
-117
-7% -$54.3K 0.43% 63
2025
Q4 		$888K Sell
1,699
-26
-2% -$12.9K 0.56% 55
2025
Q3 		$840K Buy
1,725
+5
+0.3% +$2.68K 0.52% 62
2025
Q2 		$907K Buy
1,720
+2
+0.1% +$998 0.59% 56
2025
Q1 		$873K Sell
1,718
-5,618
-77% -$2.87M 0.56% 61
2024
Q4 		$3.77M Sell
7,336
-392
-5% -$199K 3.73% 13
2024
Q3 		$3.84M Sell
7,728
-400
-5% -$198K 3.82% 13
2024
Q2 		$3.84M Buy
8,128
+145
+2% +$62.2K 3.94% 12
2024
Q1 		$3.3M Sell
7,983
-40
-0.5% -$17.3K 2.8% 15
2023
Q4 		$3.53M Buy
+8,023
New +$3.17M 2.21% 15

Other funds holding SPGI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Invera Wealth Advisors's SPGI Position: Q3 2026 in Review

Invera Wealth Advisors increased its S&P Global (SPGI) stake by 0.15% in Q3 2026, buying an estimated $1.27K and bringing the position to 1,995 shares worth $787K. The position accounts for 0.41% of the portfolio, ranked #65.

Invera Wealth Advisors first reported a position in SPGI in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.84M in Q2 2024. 1,683 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Invera Wealth Advisors held 1,995 shares of S&P Global worth $787K as of Q3 2026.
  • Invera Wealth Advisors bought 3 S&P Global shares in Q3 2026, an estimated $1.27K.
  • S&P Global made up 0.41% of Invera Wealth Advisors's portfolio in Q3 2026, its #65 holding.
  • Invera Wealth Advisors first reported a position in S&P Global in Q4 2023 and has held it in 12 quarters since.
  • Invera Wealth Advisors's S&P Global position peaked at $3.84M in Q2 2024.
  • 1,683 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Invera Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.