Silverlake Wealth Management’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
$1.31M Hold
3,227
0.25% 118
2026
Q1
$1.37M Sell
3,227
-4
-0.1% -$1.86K 0.29% 108
2025
Q4
$1.69M Buy
3,231
+5
+0.2% +$2.47K 0.38% 87
2025
Q3
$1.57M Sell
3,226
-3
-0.1% -$1.61K 0.38% 85
2025
Q2
$1.7M Sell
3,229
-618
-16% -$308K 0.49% 61
2025
Q1
$1.95M Buy
3,847
+2
+0.1% +$1.02K 0.74% 38
2024
Q4
$1.91M Sell
3,845
-2
-0.1% -$1.01K 0.73% 39
2024
Q3
$1.99M Hold
3,847
0.75% 34
2024
Q2
$1.72M Buy
+3,847
New +$1.65M 0.7% 31

Other funds holding SPGI

Silverlake Wealth Management's SPGI Position: Q2 2026 in Review

Silverlake Wealth Management held its S&P Global (SPGI) position steady in Q2 2026 at 3,227 shares worth $1.31M. The position accounts for 0.25% of the portfolio, ranked #118.

Silverlake Wealth Management first reported a position in SPGI in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.99M in Q3 2024. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Silverlake Wealth Management held 3,227 shares of S&P Global worth $1.31M as of Q2 2026.
  • Silverlake Wealth Management left its S&P Global share count unchanged in Q2 2026.
  • S&P Global made up 0.25% of Silverlake Wealth Management's portfolio in Q2 2026, its #118 holding.
  • Silverlake Wealth Management first reported a position in S&P Global in Q2 2024 and has held it in 9 quarters since.
  • Silverlake Wealth Management's S&P Global position peaked at $1.99M in Q3 2024.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.