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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
Q2 		$2.16M Buy
5,311
+147
+3% +$62.1K 0.03% 207
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sagespring Wealth Partners's SPGI Position: Q2 2026 in Review

Sagespring Wealth Partners increased its S&P Global (SPGI) stake by 2.8% in Q2 2026, buying an estimated $62.1K and bringing the position to 5,311 shares worth $2.16M. The position accounts for 0.03% of the portfolio, ranked #207.

Sagespring Wealth Partners first reported a position in SPGI in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.07M in Q2 2025. 2,023 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Sagespring Wealth Partners held 5,311 shares of S&P Global worth $2.16M as of Q2 2026.
  • Sagespring Wealth Partners bought 147 S&P Global shares in Q2 2026, an estimated $62.1K.
  • S&P Global made up 0.03% of Sagespring Wealth Partners's portfolio in Q2 2026, its #207 holding.
  • Sagespring Wealth Partners first reported a position in S&P Global in Q4 2024 and has held it in 7 quarters since.
  • Sagespring Wealth Partners's S&P Global position peaked at $3.07M in Q2 2025.
  • 2,023 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.