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Marshall & Sterling Wealth Advisors’s S&P Global SPGI Stock Holding History

Marshall & Sterling Wealth 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
Q1 		– Sell
-402
Closed -$210K – 359
2025
Q4 		$210K Buy
402
+338
+528% +$167K 0.14% 85
2025
Q3 		$31.1K Hold
64
– – 0.02% 221
2025
Q2 		$33.7K Buy
64
+1
+2% +$499 0.02% 209
2025
Q1 		$32K Buy
+63
New +$32.2K 0.02% 208

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's SPGI Position: Q1 2026 in Review

Marshall & Sterling Wealth Advisors sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 402 shares — an estimated $210K sold.

Marshall & Sterling Wealth Advisors first reported a position in SPGI in Q1 2025 and held it in 4 quarters. The position peaked at $210K in Q4 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Marshall & Sterling Wealth Advisors reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 402 S&P Global shares in Q1 2026, an estimated $210K.
  • Marshall & Sterling Wealth Advisors first reported a position in S&P Global in Q1 2025 and held it in 4 quarters.
  • Marshall & Sterling Wealth Advisors's S&P Global position peaked at $210K in Q4 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.