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

MONECO 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 		$442K Buy
+1,085
New +$458K 0.03% 391
2026
Q1 		– Sell
-547
Closed -$286K – 541
2025
Q4 		$286K Sell
547
-16
-3% -$7.92K 0.02% 410
2025
Q3 		$274K Sell
563
-111
-16% -$59.4K 0.02% 419
2025
Q2 		$356K Buy
674
+160
+31% +$79.9K 0.03% 350
2025
Q1 		$261K Sell
514
-1
-0.2% -$511 0.03% 390
2024
Q4 		$256K Buy
515
+39
+8% +$19.8K 0.03% 399
2024
Q3 		$246K Sell
476
-5
-1% -$2.47K 0.03% 383
2024
Q2 		$214K Buy
+481
New +$206K 0.03% 394

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

MONECO Advisors's SPGI Position: Q2 2026 in Review

MONECO Advisors opened a new position in S&P Global (SPGI) in Q2 2026: 1,085 shares worth $442K. The stake represents 0.03% of the portfolio and ranks #391 among its holdings. This is a return to the name: MONECO Advisors previously reported a position in SPGI as recently as Q4 2025.

MONECO Advisors first reported a position in SPGI in Q2 2024 and has held it in 8 quarters since. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • MONECO Advisors held 1,085 shares of S&P Global worth $442K as of Q2 2026.
  • S&P Global was a new MONECO Advisors position in Q2 2026.
  • S&P Global made up 0.03% of MONECO Advisors's portfolio in Q2 2026, its #391 holding.
  • MONECO Advisors first reported a position in S&P Global in Q2 2024 and has held it in 8 quarters since.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.