Sigma Planning Corp’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $565K | Buy |
1,388
+232
| +20% | +$98K | 0.01% | 855 |
|
|
2026
Q1 | $492K | Buy |
1,156
+81
| +8% | +$37.6K | 0.01% | 843 |
|
|
2025
Q4 | $557K | Buy |
1,075
+37
| +4% | +$18.3K | 0.02% | 754 |
|
|
2025
Q3 | $505K | Sell |
1,038
-577
| -36% | -$309K | 0.01% | 811 |
|
|
2025
Q2 | $852K | Sell |
1,615
-1
| -0.1% | -$499 | 0.03% | 552 |
|
|
2025
Q1 | $821K | Buy |
1,616
+188
| +13% | +$96.1K | 0.03% | 550 |
|
|
2024
Q4 | $711K | Buy |
1,428
+160
| +13% | +$81.2K | 0.02% | 599 |
|
|
2024
Q3 | $655K | Sell |
1,268
-620
| -33% | -$307K | 0.02% | 643 |
|
|
2024
Q2 | $842K | Hold |
1,888
| – | – | 0.03% | 528 |
|
|
2024
Q1 | $803K | Buy |
1,888
+712
| +61% | +$309K | 0.03% | 574 |
|
|
2023
Q4 | $518K | Sell |
1,176
-698
| -37% | -$275K | 0.04% | 448 |
|
|
2023
Q3 | $685K | Buy |
1,874
+144
| +8% | +$56.6K | 0.03% | 590 |
|
|
2023
Q2 | $694K | Sell |
1,730
-596
| -26% | -$218K | 0.02% | 603 |
|
|
2023
Q1 | $802K | Buy |
2,326
+681
| +41% | +$240K | 0.03% | 599 |
|
|
2022
Q4 | $551K | Sell |
1,645
-41
| -2% | -$13.5K | 0.02% | 728 |
|
|
2022
Q3 | $515K | Sell |
1,686
-802
| -32% | -$287K | 0.02% | 720 |
|
|
2022
Q2 | $839K | Sell |
2,488
-356
| -13% | -$127K | 0.03% | 539 |
|
|
2022
Q1 | $1.17M | Buy |
2,844
+314
| +12% | +$128K | 0.04% | 479 |
|
|
2021
Q4 | $1.19M | Buy |
2,530
+60
| +2% | +$27.4K | 0.03% | 475 |
|
|
2021
Q3 | $1.05M | Buy |
2,470
+1,063
| +76% | +$461K | 0.03% | 520 |
|
|
2021
Q2 | $578K | Buy |
1,407
+401
| +40% | +$154K | 0.02% | 771 |
|
|
2021
Q1 | $355K | Sell |
1,006
-170
| -14% | -$56.6K | 0.01% | 908 |
|
|
2020
Q4 | $387K | Sell |
1,176
-19,140
| -94% | -$6.46M | 0.01% | 782 |
|
|
2020
Q3 | $7.33M | Sell |
20,316
-998
| -5% | -$352K | 0.29% | 67 |
|
|
2020
Q2 | $7.02M | Buy |
21,314
+19,746
| +1,259% | +$5.94M | 0.31% | 58 |
|
|
2020
Q1 | $384K | Sell |
1,568
-201
| -11% | -$55.1K | 0.02% | 566 |
|
|
2019
Q4 | $483K | Sell |
1,769
-832
| -32% | -$216K | 0.02% | 606 |
|
|
2019
Q3 | $637K | Buy |
2,601
+1,000
| +62% | +$250K | 0.03% | 497 |
|
|
2019
Q2 | $365K | Buy |
+1,601
| New | +$350K | 0.02% | 657 |
|
|
2018
Q4 | – | Sell |
-1,581
| Closed | -$309K | – | 962 |
|
|
2018
Q3 | $309K | Sell |
1,581
-100
| -6% | -$20.6K | 0.02% | 674 |
|
|
2018
Q2 | $343K | Buy |
1,681
+1
| +0.1% | +$198 | 0.02% | 590 |
|
|
2018
Q1 | $321K | Buy |
1,680
+66
| +4% | +$12.2K | 0.02% | 581 |
|
|
2017
Q4 | $273K | Buy |
+1,614
| New | +$263K | 0.02% | 650 |
|
Other funds holding SPGI
Sigma Planning Corp's SPGI Position: Q2 2026 in Review
Sigma Planning Corp increased its S&P Global (SPGI) stake by 20% in Q2 2026, buying an estimated $98K and bringing the position to 1,388 shares worth $565K. The position accounts for 0.01% of the portfolio, ranked #855.
Sigma Planning Corp first reported a position in SPGI in Q4 2017 and has held it in 33 quarters since. The position peaked at $7.33M in Q3 2020. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.
- Sigma Planning Corp held 1,388 shares of S&P Global worth $565K as of Q2 2026.
- Sigma Planning Corp bought 232 S&P Global shares in Q2 2026, an estimated $98K.
- S&P Global made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #855 holding.
- Sigma Planning Corp first reported a position in S&P Global in Q4 2017 and has held it in 33 quarters since.
- Sigma Planning Corp's S&P Global position peaked at $7.33M in Q3 2020.
- 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.
Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.