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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
Q3 		$3.14M Buy
7,968
+860
+12% +$364K 0.77% 38
2026
Q2 		$2.89M Buy
7,108
+134
+2% +$56.6K 0.76% 39
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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Formuepleje A/S
Formuepleje A/S Aarhus C, Denmark $1.21B AUM 21.62% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

S.E.E.D. Planning Group's SPGI Position: Q3 2026 in Review

S.E.E.D. Planning Group increased its S&P Global (SPGI) stake by 12% in Q3 2026, buying an estimated $364K and bringing the position to 7,968 shares worth $3.14M. The position accounts for 0.77% of the portfolio, ranked #38.

S.E.E.D. Planning Group first reported a position in SPGI in Q1 2024 and has held it in 9 quarters since. 298 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • S.E.E.D. Planning Group held 7,968 shares of S&P Global worth $3.14M as of Q3 2026.
  • S.E.E.D. Planning Group bought 860 S&P Global shares in Q3 2026, an estimated $364K.
  • S&P Global made up 0.77% of S.E.E.D. Planning Group's portfolio in Q3 2026, its #38 holding.
  • S.E.E.D. Planning Group first reported a position in S&P Global in Q1 2024 and has held it in 9 quarters since.
  • 298 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q3 2026, filed 7 Oct 2026.