Level Four Advisory Services’s S&P Global SPGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$487K Buy
1,146
+24
+2% +$11.1K 0.02% 598
2025
Q4
$586K Sell
1,122
-7
-0.6% -$3.46K 0.02% 530
2025
Q3
$549K Buy
1,129
+65
+6% +$34.8K 0.02% 531
2025
Q2
$561K Sell
1,064
-202
-16% -$101K 0.02% 491
2025
Q1
$643K Sell
1,266
-129
-9% -$65.9K 0.03% 451
2024
Q4
$695K Sell
1,395
-21
-1% -$10.7K 0.03% 428
2024
Q3
$680K Buy
1,416
+30
+2% +$14.8K 0.03% 440
2024
Q2
$618K Buy
1,386
+187
+16% +$80.2K 0.03% 436
2024
Q1
$528K Hold
1,199
0.03% 454
2023
Q4
$528K Buy
1,199
+18
+2% +$7.1K 0.03% 452
2023
Q3
$432K Sell
1,181
-13
-1% -$5.11K 0.03% 483
2023
Q2
$479K Sell
1,194
-131
-10% -$47.9K 0.03% 481
2023
Q1
$457K Buy
1,325
+154
+13% +$54.2K 0.03% 447
2022
Q4
$392K Buy
+1,171
New +$386K 0.03% 453

Other funds holding SPGI

Level Four Advisory Services's SPGI Position: Q1 2026 in Review

Level Four Advisory Services increased its S&P Global (SPGI) stake by 2.1% in Q1 2026, buying an estimated $11.1K and bringing the position to 1,146 shares worth $487K. The position accounts for 0.02% of the portfolio, ranked #598.

Level Four Advisory Services first reported a position in SPGI in Q4 2022 and has held it in 14 quarters since. The position peaked at $695K in Q4 2024. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Level Four Advisory Services held 1,146 shares of S&P Global worth $487K as of Q1 2026.
  • Level Four Advisory Services bought 24 S&P Global shares in Q1 2026, an estimated $11.1K.
  • S&P Global made up 0.02% of Level Four Advisory Services's portfolio in Q1 2026, its #598 holding.
  • Level Four Advisory Services first reported a position in S&P Global in Q4 2022 and has held it in 14 quarters since.
  • Level Four Advisory Services's S&P Global position peaked at $695K in Q4 2024.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.