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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invera Wealth Advisors's SPGI Position: Q1 2026 in Review

Invera Wealth Advisors reduced its S&P Global (SPGI) stake by 6.9% in Q1 2026, selling an estimated $54.3K and leaving 1,582 shares worth $673K. The position accounts for 0.43% of the portfolio, ranked #63.

Invera Wealth Advisors first reported a position in SPGI in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.84M in Q2 2024. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Invera Wealth Advisors held 1,582 shares of S&P Global worth $673K as of Q1 2026.
Invera Wealth Advisors sold 117 S&P Global shares in Q1 2026, an estimated $54.3K.
S&P Global made up 0.43% of Invera Wealth Advisors's portfolio in Q1 2026, its #63 holding.
Invera Wealth Advisors first reported a position in S&P Global in Q4 2023 and has held it in 10 quarters since.
Invera Wealth Advisors's S&P Global position peaked at $3.84M in Q2 2024.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.