Sagespring Wealth Partners’s S&P Global SPGI Stock Holding History

Sagespring Wealth Partners’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	$2.2M	Sell	5,164 -651	-11%	-$302K	0.04%	183
2025 Q4	$3.04M	Sell	5,815 -53	-0.9%	-$26.2K	0.06%	153
2025 Q3	$2.86M	Buy	5,868 +46	+0.8%	+$24.6K	0.06%	149
2025 Q2	$3.07M	Buy	5,822 +516	+10%	+$258K	0.07%	140
2025 Q1	$2.7M	Buy	5,306 +668	+14%	+$341K	0.07%	133
2024 Q4	$2.31M	Buy	+4,638	New	+$2.35M	0.06%	131

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

Sagespring Wealth Partners's SPGI Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its S&P Global (SPGI) stake by 11% in Q1 2026, selling an estimated $302K and leaving 5,164 shares worth $2.2M. The position accounts for 0.04% of the portfolio, ranked #183.

Sagespring Wealth Partners first reported a position in SPGI in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.07M in Q2 2025. 2,108 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Sagespring Wealth Partners held 5,164 shares of S&P Global worth $2.2M as of Q1 2026.
Sagespring Wealth Partners sold 651 S&P Global shares in Q1 2026, an estimated $302K.
S&P Global made up 0.04% of Sagespring Wealth Partners's portfolio in Q1 2026, its #183 holding.
Sagespring Wealth Partners first reported a position in S&P Global in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's S&P Global position peaked at $3.07M in Q2 2025.
2,108 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.