NewEdge Advisors’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 | $8.64M | Buy |
21,221
+1,216
| +6% | +$514K | 0.03% | 551 |
|
|
2026
Q1 | $8.51M | Buy |
20,005
+3,038
| +18% | +$1.41M | 0.03% | 499 |
|
|
2025
Q4 | $8.87M | Buy |
16,967
+2,661
| +19% | +$1.32M | 0.03% | 469 |
|
|
2025
Q3 | $6.96M | Sell |
14,306
-3,961
| -22% | -$2.12M | 0.03% | 510 |
|
|
2025
Q2 | $9.63M | Sell |
18,267
-1,349
| -7% | -$673K | 0.05% | 378 |
|
|
2025
Q1 | $9.97M | Buy |
19,616
+1,670
| +9% | +$853K | 0.06% | 323 |
|
|
2024
Q4 | $8.94M | Sell |
17,946
-784
| -4% | -$398K | 0.05% | 337 |
|
|
2024
Q3 | $9.68M | Buy |
18,730
+3,095
| +20% | +$1.53M | 0.06% | 303 |
|
|
2024
Q2 | $6.97M | Buy |
15,635
+5,429
| +53% | +$2.33M | 0.05% | 351 |
|
|
2024
Q1 | $4.34M | Buy |
10,206
+87
| +0.9% | +$37.7K | 0.04% | 430 |
|
|
2023
Q4 | $4.47M | Sell |
10,119
-536
| -5% | -$212K | 0.04% | 390 |
|
|
2023
Q3 | $3.89M | Sell |
10,655
-1,206
| -10% | -$474K | 0.04% | 385 |
|
|
2023
Q2 | $4.75M | Sell |
11,861
-1,440
| -11% | -$526K | 0.05% | 331 |
|
|
2023
Q1 | $4.59M | Buy |
13,301
+5,615
| +73% | +$1.98M | 0.06% | 326 |
|
|
2022
Q4 | $1.29M | Buy |
7,686
+3,168
| +70% | +$1.04M | 0.03% | 445 |
|
|
2022
Q3 | $1.38M | Sell |
4,518
-3,426
| -43% | -$1.23M | 0.02% | 536 |
|
|
2022
Q2 | $2.68M | Sell |
7,944
-2,651
| -25% | -$945K | 0.04% | 365 |
|
|
2022
Q1 | $4.34M | Buy |
10,595
+7,210
| +213% | +$2.94M | 0.07% | 264 |
|
|
2021
Q4 | $1.6M | Buy |
3,385
+2,639
| +354% | +$1.21M | 0.02% | 529 |
|
|
2021
Q3 | $317K | Buy |
746
+68
| +10% | +$29.5K | 0.01% | 881 |
|
|
2021
Q2 | $278K | Buy |
678
+102
| +18% | +$39.2K | 0.01% | 938 |
|
|
2021
Q1 | $203K | Sell |
576
-400
| -41% | -$133K | 0.01% | 943 |
|
|
2020
Q4 | $321K | Sell |
976
-2,161
| -69% | -$729K | 0.01% | 741 |
|
|
2020
Q3 | $1.13M | Buy |
3,137
+395
| +14% | +$139K | 0.04% | 354 |
|
|
2020
Q2 | $903K | Buy |
2,742
+294
| +12% | +$88.4K | 0.04% | 390 |
|
|
2020
Q1 | $600K | Sell |
2,448
-247
| -9% | -$67.8K | 0.03% | 417 |
|
|
2019
Q4 | $736K | Buy |
2,695
+118
| +5% | +$30.7K | 0.03% | 422 |
|
|
2019
Q3 | $634K | Buy |
2,577
+1,496
| +138% | +$374K | 0.03% | 429 |
|
|
2019
Q2 | $246K | Buy |
+1,081
| New | +$236K | 0.02% | 569 |
|
|
2017
Q3 | – | Sell |
-87
| Closed | -$12.9K | – | 1013 |
|
|
2017
Q2 | $12.9K | Buy |
+87
| New | +$12.1K | ﹤0.01% | 863 |
|
|
2017
Q1 | – | Sell |
-4,213
| Closed | -$472K | – | 293 |
|
|
2016
Q4 | $472K | Buy |
+4,213
| New | +$503K | 0.13% | 154 |
|
Other funds holding SPGI
VCM
VPM
NewEdge Advisors's SPGI Position: Q2 2026 in Review
NewEdge Advisors increased its S&P Global (SPGI) stake by 6.1% in Q2 2026, buying an estimated $514K and bringing the position to 21,221 shares worth $8.64M. The position accounts for 0.03% of the portfolio, ranked #551.
NewEdge Advisors first reported a position in SPGI in Q4 2016 and has held it in 31 quarters since. The position peaked at $9.97M in Q1 2025. 1,628 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.
- NewEdge Advisors held 21,221 shares of S&P Global worth $8.64M as of Q2 2026.
- NewEdge Advisors bought 1,216 S&P Global shares in Q2 2026, an estimated $514K.
- S&P Global made up 0.03% of NewEdge Advisors's portfolio in Q2 2026, its #551 holding.
- NewEdge Advisors first reported a position in S&P Global in Q4 2016 and has held it in 31 quarters since.
- NewEdge Advisors's S&P Global position peaked at $9.97M in Q1 2025.
- 1,628 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.
Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.