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Phillips Wealth Planners’s S&P Global SPGI Stock Holding History

Phillips Wealth Planners’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 		$302K Buy
682
+4
+0.6% +$1.69K 0.22% 150
2026
Q1 		$285K Sell
678
-57
-8% -$26.5K 0.21% 162
2025
Q4 		$390K Buy
735
+28
+4% +$13.9K 0.31% 104
2025
Q3 		$338K Buy
707
+42
+6% +$22.5K 0.28% 122
2025
Q2 		$350K Buy
665
+12
+2% +$5.99K 0.32% 111
2025
Q1 		$304K Buy
653
+47
+8% +$24K 0.32% 108
2024
Q4 		$293K Buy
606
+17
+3% +$8.63K 0.29% 120
2024
Q3 		$312K Buy
589
+61
+12% +$30.2K 0.3% 123
2024
Q2 		$246K Buy
528
+22
+4% +$9.44K 0.26% 147
2024
Q1 		$207K Buy
+506
New +$219K 0.24% 168

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

Phillips Wealth Planners's SPGI Position: Q2 2026 in Review

Phillips Wealth Planners increased its S&P Global (SPGI) stake by 0.59% in Q2 2026, buying an estimated $1.69K and bringing the position to 682 shares worth $302K. The position accounts for 0.22% of the portfolio, ranked #150.

Phillips Wealth Planners first reported a position in SPGI in Q1 2024 and has held it in 10 quarters since. The position peaked at $390K in Q4 2025. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Phillips Wealth Planners held 682 shares of S&P Global worth $302K as of Q2 2026.
  • Phillips Wealth Planners bought 4 S&P Global shares in Q2 2026, an estimated $1.69K.
  • S&P Global made up 0.22% of Phillips Wealth Planners's portfolio in Q2 2026, its #150 holding.
  • Phillips Wealth Planners first reported a position in S&P Global in Q1 2024 and has held it in 10 quarters since.
  • Phillips Wealth Planners's S&P Global position peaked at $390K in Q4 2025.
  • 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.