S.E.E.D. Planning Group’s S&P Global SPGI Stock Holding History

S.E.E.D. Planning Group’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	$2.97M	Buy	6,974 +1,443	+26%	+$670K	0.86%	31
2025 Q4	$2.89M	Buy	5,531 +1,103	+25%	+$546K	0.82%	34
2025 Q3	$2.15M	Buy	4,428 +1,706	+63%	+$914K	0.63%	38
2025 Q2	$1.44M	Buy	2,722 +644	+31%	+$321K	0.45%	48
2025 Q1	$1.06M	Buy	2,078 +1,159	+126%	+$592K	0.36%	51
2024 Q4	$458K	Buy	+919	New	+$466K	0.15%	70
2024 Q2	–	Sell	-1,171	Closed	-$498K	–	78
2024 Q1	$498K	Buy	+1,171	New	+$508K	0.18%	63

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

S.E.E.D. Planning Group's SPGI Position: Q1 2026 in Review

S.E.E.D. Planning Group increased its S&P Global (SPGI) stake by 26% in Q1 2026, buying an estimated $670K and bringing the position to 6,974 shares worth $2.97M. The position accounts for 0.86% of the portfolio, ranked #31.

S.E.E.D. Planning Group first reported a position in SPGI in Q1 2024 and has held it in 7 quarters since. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

S.E.E.D. Planning Group held 6,974 shares of S&P Global worth $2.97M as of Q1 2026.
S.E.E.D. Planning Group bought 1,443 S&P Global shares in Q1 2026, an estimated $670K.
S&P Global made up 0.86% of S.E.E.D. Planning Group's portfolio in Q1 2026, its #31 holding.
S.E.E.D. Planning Group first reported a position in S&P Global in Q1 2024 and has held it in 7 quarters since.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q1 2026, filed 23 Apr 2026.