Simplicity Wealth’s S&P Global SPGI Stock Holding History

Simplicity 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 Q2	$302K	Sell	741 -83	-10%	-$35.1K	0.01%	839
2026 Q1	$350K	Buy	824 +67	+9%	+$31.1K	0.02%	545
2025 Q4	$395K	Sell	757 -4	-0.5%	-$1.98K	0.02%	484
2025 Q3	$370K	Sell	761 -723	-49%	-$387K	0.02%	514
2025 Q2	$782K	Buy	1,484 +847	+133%	+$423K	0.03%	376
2025 Q1	$324K	Buy	+637	New	+$325K	0.03%	410
2024 Q4	–	Sell	-474	Closed	-$245K	–	484
2024 Q3	$245K	Sell	474 -6,145	-93%	-$3.04M	0.02%	429
2024 Q2	$2.95M	Buy	6,619 +140	+2%	+$60.1K	0.07%	279
2024 Q1	$2.76M	Buy	+6,479	New	+$2.81M	0.07%	287

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Simplicity Wealth's SPGI Position: Q2 2026 in Review

Simplicity Wealth reduced its S&P Global (SPGI) stake by 10% in Q2 2026, selling an estimated $35.1K and leaving 741 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #839.

Simplicity Wealth first reported a position in SPGI in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.95M in Q2 2024. 1,238 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Simplicity Wealth held 741 shares of S&P Global worth $302K as of Q2 2026.
Simplicity Wealth sold 83 S&P Global shares in Q2 2026, an estimated $35.1K.
S&P Global made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #839 holding.
Simplicity Wealth first reported a position in S&P Global in Q1 2024 and has held it in 9 quarters since.
Simplicity Wealth's S&P Global position peaked at $2.95M in Q2 2024.
1,238 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

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