Plante Moran Financial Advisors’s S&P Global SPGI Stock Holding History

Plante Moran Financial 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	$5.29K	Buy	+13	New	+$5.49K	﹤0.01%	634
2021 Q4	–	Sell	-30	Closed	-$13K	–	1094
2021 Q3	$13K	Sell	30 -111	-79%	-$48.1K	﹤0.01%	650
2021 Q2	$58K	Sell	141 -173	-55%	-$66.5K	0.01%	338
2021 Q1	$111K	Hold	314	–	–	0.03%	237
2020 Q4	$103K	Sell	314 -1,096	-78%	-$370K	0.03%	248
2020 Q3	$508K	Buy	1,410 +1,110	+370%	+$392K	0.18%	72
2020 Q2	$99K	Sell	300 -48	-14%	-$14.4K	0.04%	212
2020 Q1	$85K	Buy	348 +117	+51%	+$32.1K	0.04%	206
2019 Q4	$63K	Buy	231 +48	+26%	+$12.5K	0.02%	290
2019 Q3	$45K	Hold	183	–	–	0.01%	360
2019 Q2	$42K	Hold	183	–	–	0.01%	372
2019 Q1	$39K	Hold	183	–	–	0.01%	385
2018 Q4	$31K	Hold	183	–	–	0.01%	372
2018 Q3	$36K	Hold	183	–	–	0.01%	355
2018 Q2	$37K	Hold	183	–	–	0.02%	393
2018 Q1	$35K	Hold	183	–	–	0.02%	418
2017 Q4	$31K	Hold	183	–	–	0.02%	429
2017 Q3	$29K	Hold	183	–	–	0.02%	411
2017 Q2	$27K	Hold	183	–	–	0.02%	431
2017 Q1	$24K	Hold	183	–	–	0.01%	451
2016 Q4	$20K	Sell	183 -34	-16%	-$4.06K	0.01%	486
2016 Q3	$27K	Sell	217 -9	-4%	-$1.08K	0.02%	426
2016 Q2	$24K	Buy	+226	New	+$24.3K	0.02%	406

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Plante Moran Financial Advisors's SPGI Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in S&P Global (SPGI) in Q2 2026: 13 shares worth $5.29K. The stake represents ﹤0.01% of the portfolio and ranks #634 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in SPGI as recently as Q3 2021.

Plante Moran Financial Advisors first reported a position in SPGI in Q2 2016 and has held it in 23 quarters since. The position peaked at $508K in Q3 2020. 2,027 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Plante Moran Financial Advisors held 13 shares of S&P Global worth $5.29K as of Q2 2026.
S&P Global was a new Plante Moran Financial Advisors position in Q2 2026.
S&P Global made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #634 holding.
Plante Moran Financial Advisors first reported a position in S&P Global in Q2 2016 and has held it in 23 quarters since.
Plante Moran Financial Advisors's S&P Global position peaked at $508K in Q3 2020.
2,027 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.