Signal Advisors Wealth’s S&P Global SPGI Stock Holding History

Signal Advisors Wealth’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 Q1	$2.39M	Buy	5,613 +996	+22%	+$462K	0.16%	121
2025 Q4	$2.41M	Buy	4,617 +871	+23%	+$431K	0.19%	106
2025 Q3	$1.82M	Buy	3,746 +1,821	+95%	+$975K	0.17%	119
2025 Q2	$1.01M	Buy	1,925 +1,095	+132%	+$546K	0.08%	209
2025 Q1	$422K	Sell	830 -192	-19%	-$98.1K	0.04%	305
2024 Q4	$509K	Buy	1,022 +18	+2%	+$9.13K	0.06%	258
2024 Q3	$519K	Buy	+1,004	New	+$497K	0.07%	248
2024 Q2	–	Sell	-773	Closed	-$329K	–	250
2024 Q1	$329K	Buy	+773	New	+$335K	0.08%	222

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Signal Advisors Wealth's SPGI Position: Q1 2026 in Review

Signal Advisors Wealth increased its S&P Global (SPGI) stake by 22% in Q1 2026, buying an estimated $462K and bringing the position to 5,613 shares worth $2.39M. The position accounts for 0.16% of the portfolio, ranked #121.

Signal Advisors Wealth first reported a position in SPGI in Q1 2024 and has held it in 8 quarters since. The position peaked at $2.41M in Q4 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Signal Advisors Wealth held 5,613 shares of S&P Global worth $2.39M as of Q1 2026.
Signal Advisors Wealth bought 996 S&P Global shares in Q1 2026, an estimated $462K.
S&P Global made up 0.16% of Signal Advisors Wealth's portfolio in Q1 2026, its #121 holding.
Signal Advisors Wealth first reported a position in S&P Global in Q1 2024 and has held it in 8 quarters since.
Signal Advisors Wealth's S&P Global position peaked at $2.41M in Q4 2025.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Signal Advisors Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.