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San Luis Wealth Advisors’s S&P Global SPGI Stock Holding History

San Luis Wealth Advisors’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 		– Sell
-470
Closed -$246K – 189
2025
Q4 		$246K Hold
470
– – 0.04% 163
2025
Q3 		$229K Buy
470
+36
+8% +$19.3K 0.04% 163
2025
Q2 		$229K Hold
434
– – 0.05% 129
2025
Q1 		$221K Sell
434
-4
-0.9% -$2.04K 0.05% 126
2024
Q4 		$218K Buy
438
+1
+0.2% +$507 0.04% 134
2024
Q3 		$226K Buy
+437
New +$216K 0.05% 129
2022
Q2 		– Sell
-16
Closed -$8K – 374
2022
Q1 		$8K Buy
+16
New +$6.52K ﹤0.01% 379

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

San Luis Wealth Advisors's SPGI Position: Q1 2026 in Review

San Luis Wealth Advisors sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 470 shares — an estimated $246K sold.

San Luis Wealth Advisors first reported a position in SPGI in Q1 2022 and held it in 7 quarters. The position peaked at $246K in Q4 2025. 2,119 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • San Luis Wealth Advisors reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • San Luis Wealth Advisors sold 470 S&P Global shares in Q1 2026, an estimated $246K.
  • San Luis Wealth Advisors first reported a position in S&P Global in Q1 2022 and held it in 7 quarters.
  • San Luis Wealth Advisors's S&P Global position peaked at $246K in Q4 2025.
  • 2,119 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on San Luis Wealth Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.