SPWG
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Sage Private Wealth Group’s S&P Global SPGI Stock Holding History

Sage Private Wealth 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 		$416K Buy
1,020
+499
+96% +$211K 0.19% 66
2026
Q1 		$222K Buy
+521
New +$242K 0.11% 93
2022
Q4 		– Sell
-60
Closed -$18K – 162
2022
Q3 		$18K Hold
60
– – 0.02% 118
2022
Q2 		$20K Sell
60
-4,510
-99% -$1.61M 0.03% 117
2022
Q1 		$29K Buy
4,570
+60
+1% +$24.4K 0.03% 108
2021
Q4 		$4K Buy
4,510
+4,500
+45,000% +$2.06M 0.01% 160
2021
Q3 		$4K Hold
10
– – 0.01% 161
2021
Q2 		$4K Hold
10
– – 0.01% 156
2021
Q1 		$4K Hold
10
– – 0.01% 157
2020
Q4 		$3K Buy
+10
New +$3.37K 0.01% 150

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Sage Private Wealth Group's SPGI Position: Q2 2026 in Review

Sage Private Wealth Group increased its S&P Global (SPGI) stake by 96% in Q2 2026, buying an estimated $211K and bringing the position to 1,020 shares worth $416K. The position accounts for 0.19% of the portfolio, ranked #66.

Sage Private Wealth Group first reported a position in SPGI in Q4 2020 and has held it in 10 quarters since. 1,336 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Sage Private Wealth Group held 1,020 shares of S&P Global worth $416K as of Q2 2026.
  • Sage Private Wealth Group bought 499 S&P Global shares in Q2 2026, an estimated $211K.
  • S&P Global made up 0.19% of Sage Private Wealth Group's portfolio in Q2 2026, its #66 holding.
  • Sage Private Wealth Group first reported a position in S&P Global in Q4 2020 and has held it in 10 quarters since.
  • 1,336 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Sage Private Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.