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 Q2	$1.07M	Sell	2,629 -2,167	-45%	-$915K	0.02%	508
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Savvy Advisors Inc's SPGI Position: Q2 2026 in Review

Savvy Advisors Inc reduced its S&P Global (SPGI) stake by 45% in Q2 2026, selling an estimated $915K and leaving 2,629 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #508.

Savvy Advisors Inc first reported a position in SPGI in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.04M in Q1 2026. 2,027 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Savvy Advisors Inc held 2,629 shares of S&P Global worth $1.07M as of Q2 2026.
Savvy Advisors Inc sold 2,167 S&P Global shares in Q2 2026, an estimated $915K.
S&P Global made up 0.02% of Savvy Advisors Inc's portfolio in Q2 2026, its #508 holding.
Savvy Advisors Inc first reported a position in S&P Global in Q3 2024 and has held it in 8 quarters since.
Savvy Advisors Inc's S&P Global position peaked at $2.04M in Q1 2026.
2,027 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.