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 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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

S.E.E.D. Planning Group's SPGI Position: Q2 2026 in Review

S.E.E.D. Planning Group increased its S&P Global (SPGI) stake by 1.9% in Q2 2026, buying an estimated $56.6K and bringing the position to 7,108 shares worth $2.89M. The position accounts for 0.76% of the portfolio, ranked #39.

S.E.E.D. Planning Group first reported a position in SPGI in Q1 2024 and has held it in 8 quarters since. The position peaked at $2.97M in Q1 2026. 2,017 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

S.E.E.D. Planning Group held 7,108 shares of S&P Global worth $2.89M as of Q2 2026.
S.E.E.D. Planning Group bought 134 S&P Global shares in Q2 2026, an estimated $56.6K.
S&P Global made up 0.76% of S.E.E.D. Planning Group's portfolio in Q2 2026, its #39 holding.
S.E.E.D. Planning Group first reported a position in S&P Global in Q1 2024 and has held it in 8 quarters since.
S.E.E.D. Planning Group's S&P Global position peaked at $2.97M in Q1 2026.
2,017 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q2 2026, filed 4 Aug 2026.