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Smallwood Wealth Investment Management’s S&P Global SPGI Stock Holding History

Smallwood Wealth Investment Management’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 		$24.4K Sell
60
-4
-6% -$1.69K 0.01% 255
2026
Q1 		$27.2K Hold
64
– – 0.01% 234
2025
Q4 		$33.4K Buy
64
+4
+7% +$1.98K 0.02% 217
2025
Q3 		$29.2K Buy
60
+4
+7% +$2.14K 0.01% 231
2025
Q2 		$29.5K Hold
56
– – 0.02% 214
2025
Q1 		$28.5K Buy
+56
New +$28.6K 0.02% 213

Other funds holding SPGI

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Smallwood Wealth Investment Management's SPGI Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its S&P Global (SPGI) stake by 6.3% in Q2 2026, selling an estimated $1.69K and leaving 60 shares worth $24.4K. The position accounts for 0.01% of the portfolio, ranked #255.

Smallwood Wealth Investment Management first reported a position in SPGI in Q1 2025 and has held it in 6 quarters since. The position peaked at $33.4K in Q4 2025. 549 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Smallwood Wealth Investment Management held 60 shares of S&P Global worth $24.4K as of Q2 2026.
  • Smallwood Wealth Investment Management sold 4 S&P Global shares in Q2 2026, an estimated $1.69K.
  • S&P Global made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #255 holding.
  • Smallwood Wealth Investment Management first reported a position in S&P Global in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's S&P Global position peaked at $33.4K in Q4 2025.
  • 549 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.