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Schneider Downs Wealth Management Advisors’s S&P Global SPGI Stock Holding History

Schneider Downs Wealth Management 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
Q2 		– Sell
-544
Closed -$231K – 181
2026
Q1 		$231K Sell
544
-2
-0.4% -$929 0.03% 143
2025
Q4 		$285K Hold
546
– – 0.03% 129
2025
Q3 		$266K Buy
+546
New +$292K 0.03% 130
2022
Q1 		– Sell
-605
Closed -$286K – 158
2021
Q4 		$286K Sell
605
-34
-5% -$15.6K 0.07% 119
2021
Q3 		$272K Buy
+639
New +$277K 0.07% 117

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

Schneider Downs Wealth Management Advisors's SPGI Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 544 shares — an estimated $231K sold.

Schneider Downs Wealth Management Advisors first reported a position in SPGI in Q3 2021 and held it in 5 quarters. The position peaked at $286K in Q4 2021. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Schneider Downs Wealth Management Advisors reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • Schneider Downs Wealth Management Advisors sold 544 S&P Global shares in Q2 2026, an estimated $231K.
  • Schneider Downs Wealth Management Advisors first reported a position in S&P Global in Q3 2021 and held it in 5 quarters.
  • Schneider Downs Wealth Management Advisors's S&P Global position peaked at $286K in Q4 2021.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.