Secured Retirement Advisors
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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
Q3 		$1.38M Buy
3,487
+88
+3% +$37.2K 0.7% 52
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Secured Retirement Advisors's SPGI Position: Q3 2026 in Review

Secured Retirement Advisors increased its S&P Global (SPGI) stake by 2.6% in Q3 2026, buying an estimated $37.2K and bringing the position to 3,487 shares worth $1.38M. The position accounts for 0.7% of the portfolio, ranked #52.

Secured Retirement Advisors first reported a position in SPGI in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.44M in Q1 2025. 1,683 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Secured Retirement Advisors held 3,487 shares of S&P Global worth $1.38M as of Q3 2026.
  • Secured Retirement Advisors bought 88 S&P Global shares in Q3 2026, an estimated $37.2K.
  • S&P Global made up 0.7% of Secured Retirement Advisors's portfolio in Q3 2026, its #52 holding.
  • Secured Retirement Advisors first reported a position in S&P Global in Q1 2025 and has held it in 3 quarters since.
  • Secured Retirement Advisors's S&P Global position peaked at $1.44M in Q1 2025.
  • 1,683 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Secured Retirement Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.