LVW Advisors
SPGI icon

LVW Advisors’s S&P Global SPGI Stock Holding History

LVW 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
Q3 		$552K Sell
1,400
-276
-16% -$117K 0.05% 241
2026
Q2 		$683K Sell
1,676
-287
-15% -$121K 0.06% 177
2026
Q1 		$835K Sell
1,963
-2,009
-51% -$933K 0.08% 133
2025
Q4 		$2.08M Sell
3,972
-373
-9% -$185K 0.21% 60
2025
Q3 		$2.11M Buy
4,345
+85
+2% +$45.5K 0.22% 63
2025
Q2 		$2.25M Buy
4,260
+838
+24% +$418K 0.25% 56
2025
Q1 		$1.74M Buy
3,422
+235
+7% +$120K 0.21% 68
2024
Q4 		$1.59M Buy
3,187
+43
+1% +$21.8K 0.19% 77
2024
Q3 		$1.62M Buy
3,144
+433
+16% +$214K 0.21% 77
2024
Q2 		$1.21M Buy
2,711
+1,283
+90% +$550K 0.18% 86
2024
Q1 		$608K Buy
1,428
+666
+87% +$289K 0.1% 147
2023
Q4 		$336K Buy
+762
New +$301K 0.06% 196

Other funds holding SPGI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LVW Advisors's SPGI Position: Q3 2026 in Review

LVW Advisors reduced its S&P Global (SPGI) stake by 16% in Q3 2026, selling an estimated $117K and leaving 1,400 shares worth $552K. The position accounts for 0.05% of the portfolio, ranked #241.

LVW Advisors first reported a position in SPGI in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.25M in Q2 2025. 1,683 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • LVW Advisors held 1,400 shares of S&P Global worth $552K as of Q3 2026.
  • LVW Advisors sold 276 S&P Global shares in Q3 2026, an estimated $117K.
  • S&P Global made up 0.05% of LVW Advisors's portfolio in Q3 2026, its #241 holding.
  • LVW Advisors first reported a position in S&P Global in Q4 2023 and has held it in 12 quarters since.
  • LVW Advisors's S&P Global position peaked at $2.25M in Q2 2025.
  • 1,683 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.