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Ritholtz Wealth Management’s S&P Global SPGI Stock Holding History

Ritholtz Wealth Management’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 		$3.46M Buy
8,494
+36
+0.4% +$15.2K 0.05% 269
2026
Q1 		$3.6M Sell
8,458
-1,193
-12% -$554K 0.06% 234
2025
Q4 		$5.04M Buy
9,651
+370
+4% +$183K 0.09% 145
2025
Q3 		$4.52M Buy
9,281
+72
+0.8% +$38.6K 0.09% 146
2025
Q2 		$4.86M Buy
9,209
+842
+10% +$420K 0.11% 116
2025
Q1 		$4.25M Buy
8,367
+682
+9% +$348K 0.13% 111
2024
Q4 		$3.83M Buy
7,685
+193
+3% +$97.9K 0.11% 110
2024
Q3 		$3.87M Buy
7,492
+59
+0.8% +$29.2K 0.12% 113
2024
Q2 		$3.31M Buy
7,433
+1,187
+19% +$509K 0.11% 122
2024
Q1 		$2.66M Buy
6,246
+276
+5% +$120K 0.09% 149
2023
Q4 		$2.63M Buy
5,970
+213
+4% +$84.1K 0.1% 123
2023
Q3 		$2.1M Buy
5,757
+229
+4% +$90K 0.09% 132
2023
Q2 		$2.22M Buy
5,528
+246
+5% +$89.9K 0.1% 124
2023
Q1 		$1.82M Sell
5,282
-490
-8% -$172K 0.09% 143
2022
Q4 		$1.93M Buy
5,772
+1,538
+36% +$507K 0.11% 130
2022
Q3 		$1.29M Buy
4,234
+1,305
+45% +$467K 0.07% 197
2022
Q2 		$987K Buy
2,929
+406
+16% +$145K 0.06% 185
2022
Q1 		$1.03M Buy
2,523
+1,134
+82% +$462K 0.07% 180
2021
Q4 		$656K Buy
1,389
+240
+21% +$110K 0.04% 240
2021
Q3 		$488K Buy
1,149
+196
+21% +$84.9K 0.03% 275
2021
Q2 		$391K Buy
+953
New +$366K 0.03% 307

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

Ritholtz Wealth Management's SPGI Position: Q2 2026 in Review

Ritholtz Wealth Management increased its S&P Global (SPGI) stake by 0.43% in Q2 2026, buying an estimated $15.2K and bringing the position to 8,494 shares worth $3.46M. The position accounts for 0.05% of the portfolio, ranked #269.

Ritholtz Wealth Management first reported a position in SPGI in Q2 2021 and has held it in 21 quarters since. The position peaked at $5.04M in Q4 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Ritholtz Wealth Management held 8,494 shares of S&P Global worth $3.46M as of Q2 2026.
  • Ritholtz Wealth Management bought 36 S&P Global shares in Q2 2026, an estimated $15.2K.
  • S&P Global made up 0.05% of Ritholtz Wealth Management's portfolio in Q2 2026, its #269 holding.
  • Ritholtz Wealth Management first reported a position in S&P Global in Q2 2021 and has held it in 21 quarters since.
  • Ritholtz Wealth Management's S&P Global position peaked at $5.04M in Q4 2025.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.