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

Lloyd Advisory Services’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	$15.8K	Buy	39 +14	+56%	+$5.91K	0.01%	337
2026 Q1	$10.8K	Sell	25 -60	-71%	-$27.9K	﹤0.01%	468
2025 Q4	$44.4K	Buy	+85	New	+$42.1K	0.02%	248
2024 Q2	–	Sell	-4,116	Closed	-$1.75M	–	180
2024 Q1	$1.75M	Buy	4,116 +3,346	+435%	+$1.45M	0.37%	36
2023 Q4	$339K	Buy	+770	New	+$304K	0.16%	76
2022 Q3	–	Sell	-745	Closed	-$252K	–	63
2022 Q2	$252K	Sell	745 -121	-14%	-$43.1K	0.2%	54
2022 Q1	$355K	Buy	866 +127	+17%	+$51.7K	0.17%	59
2021 Q4	$349K	Buy	739 +128	+21%	+$58.6K	0.16%	55
2021 Q3	$260K	Buy	611 +244	+66%	+$106K	0.13%	62
2021 Q2	$151K	Buy	367 +114	+45%	+$43.8K	0.08%	91
2021 Q1	$89K	Buy	253 +230	+1,000%	+$76.5K	0.05%	109
2020 Q4	$8K	Hold	23	–	–	﹤0.01%	215
2020 Q3	$8K	Buy	+23	New	+$8.12K	﹤0.01%	197

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Lloyd Advisory Services's SPGI Position: Q2 2026 in Review

Lloyd Advisory Services increased its S&P Global (SPGI) stake by 56% in Q2 2026, buying an estimated $5.91K and bringing the position to 39 shares worth $15.8K. The position accounts for 0.01% of the portfolio, ranked #337.

Lloyd Advisory Services first reported a position in SPGI in Q3 2020 and has held it in 13 quarters since. The position peaked at $1.75M in Q1 2024. 2,009 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Lloyd Advisory Services held 39 shares of S&P Global worth $15.8K as of Q2 2026.
Lloyd Advisory Services bought 14 S&P Global shares in Q2 2026, an estimated $5.91K.
S&P Global made up 0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #337 holding.
Lloyd Advisory Services first reported a position in S&P Global in Q3 2020 and has held it in 13 quarters since.
Lloyd Advisory Services's S&P Global position peaked at $1.75M in Q1 2024.
2,009 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.