JWCA
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J.W. Cole Advisors’s S&P Global SPGI Stock Holding History

J.W. Cole 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
Q2 		$832K Buy
2,044
+555
+37% +$234K 0.01% 804
2026
Q1 		$633K Buy
1,489
+219
+17% +$102K 0.02% 473
2025
Q4 		$626K Buy
1,270
+287
+29% +$142K 0.02% 813
2025
Q3 		$479K Buy
983
+196
+25% +$105K 0.01% 1000
2025
Q2 		$415K Buy
787
+49
+7% +$24.5K 0.01% 989
2025
Q1 		$375K Buy
738
+289
+64% +$148K 0.01% 866
2024
Q4 		$224K Sell
449
-197
-30% -$100K 0.01% 869
2024
Q3 		$334K Buy
+646
New +$320K 0.01% 742
2024
Q2 		– Sell
-619
Closed -$264K – 944
2024
Q1 		$264K Buy
619
+162
+35% +$70.2K 0.01% 739
2023
Q4 		$201K Buy
+457
New +$180K 0.01% 761

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

J.W. Cole Advisors's SPGI Position: Q2 2026 in Review

J.W. Cole Advisors increased its S&P Global (SPGI) stake by 37% in Q2 2026, buying an estimated $234K and bringing the position to 2,044 shares worth $832K. The position accounts for 0.01% of the portfolio, ranked #804.

J.W. Cole Advisors first reported a position in SPGI in Q4 2023 and has held it in 10 quarters since. 549 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • J.W. Cole Advisors held 2,044 shares of S&P Global worth $832K as of Q2 2026.
  • J.W. Cole Advisors bought 555 S&P Global shares in Q2 2026, an estimated $234K.
  • S&P Global made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #804 holding.
  • J.W. Cole Advisors first reported a position in S&P Global in Q4 2023 and has held it in 10 quarters since.
  • 549 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.