N.E.W. Advisory Services’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
Q2
$18.7K Buy
46
+34
+283% +$14.4K ﹤0.01% 548
2026
Q1
$5.1K Hold
12
﹤0.01% 733
2025
Q4
$6.27K Hold
12
﹤0.01% 680
2025
Q3
$5.84K Hold
12
﹤0.01% 642
2025
Q2
$6.33K Hold
12
﹤0.01% 622
2025
Q1
$6.1K Buy
+12
New +$6.13K ﹤0.01% 684

Other funds holding SPGI

N.E.W. Advisory Services's SPGI Position: Q2 2026 in Review

N.E.W. Advisory Services increased its S&P Global (SPGI) stake by 283% in Q2 2026, buying an estimated $14.4K and bringing the position to 46 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

N.E.W. Advisory Services first reported a position in SPGI in Q1 2025 and has held it in 6 quarters since. 2,005 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • N.E.W. Advisory Services held 46 shares of S&P Global worth $18.7K as of Q2 2026.
  • N.E.W. Advisory Services bought 34 S&P Global shares in Q2 2026, an estimated $14.4K.
  • S&P Global made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #548 holding.
  • N.E.W. Advisory Services first reported a position in S&P Global in Q1 2025 and has held it in 6 quarters since.
  • 2,005 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.