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Secured Retirement Advisors’s S&P Global SPGI Stock Holding History

Secured Retirement 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 		$1.31M Buy
+3,399
New +$1.44M 0.67% 59
2025
Q2 		– Sell
-2,838
Closed -$1.44M – 125
2025
Q1 		$1.44M Buy
+2,838
New +$1.45M 0.93% 32

Other funds holding SPGI

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Secured Retirement Advisors's SPGI Position: Q2 2026 in Review

Secured Retirement Advisors opened a new position in S&P Global (SPGI) in Q2 2026: 3,399 shares worth $1.31M. The stake represents 0.67% of the portfolio and ranks #59 among its holdings. This is a return to the name: Secured Retirement Advisors previously reported a position in SPGI as recently as Q1 2025.

Secured Retirement Advisors first reported a position in SPGI in Q1 2025 and has held it in 2 quarters since. The position peaked at $1.44M in Q1 2025. 402 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Secured Retirement Advisors held 3,399 shares of S&P Global worth $1.31M as of Q2 2026.
  • S&P Global was a new Secured Retirement Advisors position in Q2 2026.
  • S&P Global made up 0.67% of Secured Retirement Advisors's portfolio in Q2 2026, its #59 holding.
  • Secured Retirement Advisors first reported a position in S&P Global in Q1 2025 and has held it in 2 quarters since.
  • Secured Retirement Advisors's S&P Global position peaked at $1.44M in Q1 2025.
  • 402 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.