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Savvy Advisors Inc’s S&P Global SPGI Stock Holding History

Savvy Advisors Inc’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 		$2.04M Buy
4,796
+1,075
+29% +$499K 0.05% 263
2025
Q4 		$1.94M Buy
3,721
+1,389
+60% +$687K 0.06% 231
2025
Q3 		$1.13M Buy
2,332
+696
+43% +$373K 0.05% 243
2025
Q2 		$863K Buy
1,636
+838
+105% +$418K 0.06% 240
2025
Q1 		$405K Buy
798
+285
+56% +$146K 0.04% 325
2024
Q4 		$255K Sell
513
-39
-7% -$19.8K 0.03% 375
2024
Q3 		$285K Buy
+552
New +$273K 0.06% 261

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Savvy Advisors Inc's SPGI Position: Q1 2026 in Review

Savvy Advisors Inc increased its S&P Global (SPGI) stake by 29% in Q1 2026, buying an estimated $499K and bringing the position to 4,796 shares worth $2.04M. The position accounts for 0.05% of the portfolio, ranked #263.

Savvy Advisors Inc first reported a position in SPGI in Q3 2024 and has held it in 7 quarters since. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Savvy Advisors Inc held 4,796 shares of S&P Global worth $2.04M as of Q1 2026.
  • Savvy Advisors Inc bought 1,075 S&P Global shares in Q1 2026, an estimated $499K.
  • S&P Global made up 0.05% of Savvy Advisors Inc's portfolio in Q1 2026, its #263 holding.
  • Savvy Advisors Inc first reported a position in S&P Global in Q3 2024 and has held it in 7 quarters since.
  • 2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.