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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Phillips Wealth Planners's SPGI Position: Q1 2026 in Review

Phillips Wealth Planners reduced its S&P Global (SPGI) stake by 7.8% in Q1 2026, selling an estimated $26.5K and leaving 678 shares worth $285K. The position accounts for 0.21% of the portfolio, ranked #162.

Phillips Wealth Planners first reported a position in SPGI in Q1 2024 and has held it in 9 quarters since. The position peaked at $390K in Q4 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Phillips Wealth Planners held 678 shares of S&P Global worth $285K as of Q1 2026.
Phillips Wealth Planners sold 57 S&P Global shares in Q1 2026, an estimated $26.5K.
S&P Global made up 0.21% of Phillips Wealth Planners's portfolio in Q1 2026, its #162 holding.
Phillips Wealth Planners first reported a position in S&P Global in Q1 2024 and has held it in 9 quarters since.
Phillips Wealth Planners's S&P Global position peaked at $390K in Q4 2025.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.