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

Motive 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
-413
Closed -$216K – 98
2025
Q4 		$216K Sell
413
-3
-0.7% -$1.48K 0.09% 88
2025
Q3 		$202K Buy
416
+5
+1% +$2.68K 0.09% 88
2025
Q2 		$217K Buy
+411
New +$205K 0.1% 80

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

Motive Wealth Advisors's SPGI Position: Q1 2026 in Review

Motive Wealth Advisors sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 413 shares — an estimated $216K sold.

Motive Wealth Advisors first reported a position in SPGI in Q2 2025 and held it in 3 quarters. The position peaked at $217K in Q2 2025. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Motive Wealth Advisors reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • Motive Wealth Advisors sold 413 S&P Global shares in Q1 2026, an estimated $216K.
  • Motive Wealth Advisors first reported a position in S&P Global in Q2 2025 and held it in 3 quarters.
  • Motive Wealth Advisors's S&P Global position peaked at $217K in Q2 2025.
  • 2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Motive Wealth Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.