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LifeGuide Financial Advisors’s S&P Global SPGI Stock Holding History

LifeGuide Financial 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 		– Sell
-480
Closed -$204K – 49
2026
Q1 		$204K Hold
480
– – 0.07% 44
2025
Q4 		$246K Buy
+480
New +$237K 0.08% 44

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

LifeGuide Financial Advisors's SPGI Position: Q2 2026 in Review

LifeGuide Financial Advisors sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 480 shares — an estimated $204K sold.

LifeGuide Financial Advisors first reported a position in SPGI in Q4 2025 and held it in 2 quarters. The position peaked at $246K in Q4 2025. 303 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • LifeGuide Financial Advisors reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • LifeGuide Financial Advisors sold 480 S&P Global shares in Q2 2026, an estimated $204K.
  • LifeGuide Financial Advisors first reported a position in S&P Global in Q4 2025 and held it in 2 quarters.
  • LifeGuide Financial Advisors's S&P Global position peaked at $246K in Q4 2025.
  • 303 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on LifeGuide Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.