Sandro Wealth Management’s S&P Global SPGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.49M Buy
3,653
+134
+4% +$56.6K 1.07% 32
2026
Q1
$1.5M Buy
3,519
+124
+4% +$57.6K 1.2% 32
2025
Q4
$1.77M Buy
+3,395
New +$1.68M 1.47% 25

Other funds holding SPGI

Sandro Wealth Management's SPGI Position: Q2 2026 in Review

Sandro Wealth Management increased its S&P Global (SPGI) stake by 3.8% in Q2 2026, buying an estimated $56.6K and bringing the position to 3,653 shares worth $1.49M. The position accounts for 1.07% of the portfolio, ranked #32.

Sandro Wealth Management first reported a position in SPGI in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.77M in Q4 2025. 2,004 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Sandro Wealth Management held 3,653 shares of S&P Global worth $1.49M as of Q2 2026.
  • Sandro Wealth Management bought 134 S&P Global shares in Q2 2026, an estimated $56.6K.
  • S&P Global made up 1.07% of Sandro Wealth Management's portfolio in Q2 2026, its #32 holding.
  • Sandro Wealth Management first reported a position in S&P Global in Q4 2025 and has held it in 3 quarters since.
  • Sandro Wealth Management's S&P Global position peaked at $1.77M in Q4 2025.
  • 2,004 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Sandro Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.