LPL Financial’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 | $131M | Sell |
307,394
-12,844
| -4% | -$5.96M | 0.03% | 485 |
|
|
2025
Q4 | $167M | Buy |
320,238
+5,225
| +2% | +$2.59M | 0.05% | 371 |
|
|
2025
Q3 | $153M | Buy |
315,013
+17,078
| +6% | +$9.14M | 0.04% | 379 |
|
|
2025
Q2 | $157M | Buy |
297,935
+3,414
| +1% | +$1.7M | 0.05% | 329 |
|
|
2025
Q1 | $149M | Buy |
294,521
+24,422
| +9% | +$12.5M | 0.06% | 311 |
|
|
2024
Q4 | $135M | Buy |
270,099
+16,761
| +7% | +$8.5M | 0.05% | 306 |
|
|
2024
Q3 | $131M | Buy |
253,338
+22,159
| +10% | +$11M | 0.06% | 292 |
|
|
2024
Q2 | $103M | Buy |
231,179
+11,339
| +5% | +$4.86M | 0.05% | 324 |
|
|
2024
Q1 | $93.5M | Buy |
219,840
+16,544
| +8% | +$7.17M | 0.05% | 338 |
|
|
2023
Q4 | $89.6M | Buy |
203,296
+33,192
| +20% | +$13.1M | 0.05% | 314 |
|
|
2023
Q3 | $62.2M | Buy |
170,104
+25,186
| +17% | +$9.9M | 0.04% | 389 |
|
|
2023
Q2 | $58.1M | Buy |
144,918
+19,781
| +16% | +$7.23M | 0.04% | 393 |
|
|
2023
Q1 | $43.1M | Buy |
125,137
+9,623
| +8% | +$3.39M | 0.03% | 459 |
|
|
2022
Q4 | $38.7M | Buy |
115,514
+27,227
| +31% | +$8.97M | 0.03% | 464 |
|
|
2022
Q3 | $27M | Buy |
88,287
+1,864
| +2% | +$667K | 0.03% | 517 |
|
|
2022
Q2 | $29.2M | Buy |
86,423
+9,705
| +13% | +$3.46M | 0.03% | 490 |
|
|
2022
Q1 | $31.5M | Buy |
76,718
+34,336
| +81% | +$14M | 0.03% | 492 |
|
|
2021
Q4 | $20M | Buy |
42,382
+4,531
| +12% | +$2.07M | 0.02% | 666 |
|
|
2021
Q3 | $16.1M | Buy |
37,851
+5,282
| +16% | +$2.29M | 0.02% | 720 |
|
|
2021
Q2 | $13.4M | Buy |
32,569
+2,277
| +8% | +$875K | 0.01% | 764 |
|
|
2021
Q1 | $10.7M | Sell |
30,292
-13,318
| -31% | -$4.43M | 0.01% | 800 |
|
|
2020
Q4 | $14.3M | Buy |
43,610
+4,774
| +12% | +$1.61M | 0.02% | 592 |
|
|
2020
Q3 | $14M | Buy |
38,836
+1,136
| +3% | +$401K | 0.02% | 511 |
|
|
2020
Q2 | $12.4M | Buy |
37,700
+5,658
| +18% | +$1.7M | 0.02% | 511 |
|
|
2020
Q1 | $7.85M | Sell |
32,042
-925
| -3% | -$254K | 0.02% | 588 |
|
|
2019
Q4 | $9M | Buy |
32,967
+3,770
| +13% | +$979K | 0.02% | 613 |
|
|
2019
Q3 | $7.15M | Buy |
29,197
+1,254
| +4% | +$313K | 0.01% | 652 |
|
|
2019
Q2 | $6.37M | Buy |
27,943
+1,163
| +4% | +$254K | 0.01% | 687 |
|
|
2019
Q1 | $5.64M | Buy |
26,780
+3,508
| +15% | +$679K | 0.01% | 708 |
|
|
2018
Q4 | $3.96M | Buy |
23,272
+5,511
| +31% | +$987K | 0.01% | 787 |
|
|
2018
Q3 | $3.47M | Buy |
17,761
+914
| +5% | +$189K | 0.01% | 895 |
|
|
2018
Q2 | $3.44M | Buy |
16,847
+3,006
| +22% | +$594K | 0.01% | 883 |
|
|
2018
Q1 | $2.65M | Buy |
13,841
+1,549
| +13% | +$286K | 0.01% | 959 |
|
|
2017
Q4 | $2.08M | Buy |
12,292
+266
| +2% | +$43.4K | 0.01% | 1034 |
|
|
2017
Q3 | $1.88M | Buy |
12,026
+765
| +7% | +$116K | 0.01% | 1029 |
|
|
2017
Q2 | $1.64M | Buy |
+11,261
| New | +$1.56M | 0.01% | 1048 |
|
Other funds holding SPGI
VCM
VPM
LPL Financial's SPGI Position: Q1 2026 in Review
LPL Financial reduced its S&P Global (SPGI) stake by 4% in Q1 2026, selling an estimated $5.96M and leaving 307,394 shares worth $131M. The position accounts for 0.03% of the portfolio, ranked #485.
LPL Financial first reported a position in SPGI in Q2 2017 and has held it in 36 quarters since. The position peaked at $167M in Q4 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.
- LPL Financial held 307,394 shares of S&P Global worth $131M as of Q1 2026.
- LPL Financial sold 12,844 S&P Global shares in Q1 2026, an estimated $5.96M.
- S&P Global made up 0.03% of LPL Financial's portfolio in Q1 2026, its #485 holding.
- LPL Financial first reported a position in S&P Global in Q2 2017 and has held it in 36 quarters since.
- LPL Financial's S&P Global position peaked at $167M in Q4 2025.
- 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.