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OneDigital Investment Advisors’s S&P Global SPGI Stock Holding History

OneDigital Investment 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 		$1.81M Sell
4,454
-346
-7% -$146K 0.02% 531
2026
Q1 		$2.04M Sell
4,800
-621
-11% -$288K 0.02% 472
2025
Q4 		$2.83M Sell
5,421
-1,552
-22% -$768K 0.03% 385
2025
Q3 		$3.39M Sell
6,973
-360
-5% -$193K 0.03% 311
2025
Q2 		$3.87M Sell
7,333
-254
-3% -$127K 0.04% 280
2025
Q1 		$3.86M Sell
7,587
-1,476
-16% -$754K 0.05% 274
2024
Q4 		$4.51M Sell
9,063
-1,957
-18% -$993K 0.05% 261
2024
Q3 		$5.69M Sell
11,020
-122
-1% -$60.4K 0.07% 232
2024
Q2 		$4.97M Buy
11,142
+6,373
+134% +$2.73M 0.06% 236
2024
Q1 		$2.03M Buy
4,769
+114
+2% +$49.4K 0.03% 333
2023
Q4 		$2.05M Sell
4,655
-65
-1% -$25.7K 0.04% 309
2023
Q3 		$1.72M Sell
4,720
-26
-0.5% -$10.2K 0.04% 307
2023
Q2 		$1.9M Buy
4,746
+2,208
+87% +$807K 0.04% 286
2023
Q1 		$875K Buy
2,538
+297
+13% +$105K 0.02% 427
2022
Q4 		$751K Sell
2,241
-189
-8% -$62.3K 0.02% 421
2022
Q3 		$742K Buy
2,430
+148
+6% +$52.9K 0.03% 361
2022
Q2 		$769K Buy
2,282
+100
+5% +$35.6K 0.03% 311
2022
Q1 		$895K Buy
2,182
+722
+49% +$294K 0.03% 307
2021
Q4 		$689K Buy
1,460
+416
+40% +$190K 0.02% 352
2021
Q3 		$444K Buy
1,044
+237
+29% +$103K 0.02% 448
2021
Q2 		$331K Buy
+807
New +$310K 0.01% 528
2019
Q3 		– Sell
-135
Closed -$31K – 1066
2019
Q2 		$31K Sell
135
-45
-25% -$9.83K ﹤0.01% 679
2019
Q1 		$38K Buy
+180
New +$34.9K 0.01% 547
2018
Q3 		– Sell
-222
Closed -$45K – 1201
2018
Q2 		$45K Buy
+222
New +$43.9K 0.01% 539

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

OneDigital Investment Advisors's SPGI Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its S&P Global (SPGI) stake by 7.2% in Q2 2026, selling an estimated $146K and leaving 4,454 shares worth $1.81M. The position accounts for 0.02% of the portfolio, ranked #531.

OneDigital Investment Advisors first reported a position in SPGI in Q2 2018 and has held it in 24 quarters since. The position peaked at $5.69M in Q3 2024. 1,467 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • OneDigital Investment Advisors held 4,454 shares of S&P Global worth $1.81M as of Q2 2026.
  • OneDigital Investment Advisors sold 346 S&P Global shares in Q2 2026, an estimated $146K.
  • S&P Global made up 0.02% of OneDigital Investment Advisors's portfolio in Q2 2026, its #531 holding.
  • OneDigital Investment Advisors first reported a position in S&P Global in Q2 2018 and has held it in 24 quarters since.
  • OneDigital Investment Advisors's S&P Global position peaked at $5.69M in Q3 2024.
  • 1,467 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.