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Smith Salley Wealth Management’s S&P Global SPGI Stock Holding History

Smith Salley Wealth 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
Q1 		$16.6M Buy
39,120
+523
+1% +$243K 0.84% 36
2025
Q4 		$20.2M Sell
38,597
-289
-0.7% -$143K 1% 29
2025
Q3 		$18.9M Buy
38,886
+527
+1% +$282K 0.97% 29
2025
Q2 		$20.2M Buy
38,359
+1,041
+3% +$520K 1.17% 27
2025
Q1 		$19M Buy
37,318
+239
+0.6% +$122K 1.24% 26
2024
Q4 		$18.5M Buy
37,079
+238
+0.6% +$121K 1.19% 28
2024
Q3 		$19M Buy
36,841
+867
+2% +$429K 1.24% 27
2024
Q2 		$16M Buy
35,974
+1,963
+6% +$842K 1.15% 32
2024
Q1 		$14.5M Sell
34,011
-11,491
-25% -$4.98M 1.12% 34
2023
Q4 		$20M Buy
45,502
+1,324
+3% +$522K 1.3% 27
2023
Q3 		$16.1M Buy
44,178
+1,725
+4% +$678K 1.2% 28
2023
Q2 		$17M Buy
42,453
+517
+1% +$189K 1.26% 28
2023
Q1 		$14.5M Buy
41,936
+1,554
+4% +$547K 1.15% 32
2022
Q4 		$13.5M Sell
40,382
-411
-1% -$135K 1.16% 32
2022
Q3 		$12.5M Buy
40,793
+472
+1% +$169K 1.16% 32
2022
Q2 		$13.6M Buy
40,321
+16,850
+72% +$6.01M 1.18% 31
2022
Q1 		$9.63M Buy
23,471
+507
+2% +$206K 0.73% 44
2021
Q4 		$10.8M Buy
22,964
+367
+2% +$168K 0.77% 44
2021
Q3 		$9.6M Buy
22,597
+230
+1% +$99.7K 0.76% 43
2021
Q2 		$9.18M Buy
22,367
+482
+2% +$185K 0.74% 42
2021
Q1 		$7.72M Buy
21,885
+1,063
+5% +$354K 0.69% 45
2020
Q4 		$6.84M Buy
20,822
+986
+5% +$333K 0.69% 45
2020
Q3 		$7.15M Buy
19,836
+888
+5% +$313K 0.87% 41
2020
Q2 		$6.24M Buy
18,948
+694
+4% +$209K 0.83% 40
2020
Q1 		$4.47M Buy
18,254
+926
+5% +$254K 0.74% 44
2019
Q4 		$4.73M Buy
+17,328
New +$4.5M 0.62% 51

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Smith Salley Wealth Management's SPGI Position: Q1 2026 in Review

Smith Salley Wealth Management increased its S&P Global (SPGI) stake by 1.4% in Q1 2026, buying an estimated $243K and bringing the position to 39,120 shares worth $16.6M. The position accounts for 0.84% of the portfolio, ranked #36.

Smith Salley Wealth Management first reported a position in SPGI in Q4 2019 and has held it in 26 quarters since. The position peaked at $20.2M in Q2 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Smith Salley Wealth Management held 39,120 shares of S&P Global worth $16.6M as of Q1 2026.
  • Smith Salley Wealth Management bought 523 S&P Global shares in Q1 2026, an estimated $243K.
  • S&P Global made up 0.84% of Smith Salley Wealth Management's portfolio in Q1 2026, its #36 holding.
  • Smith Salley Wealth Management first reported a position in S&P Global in Q4 2019 and has held it in 26 quarters since.
  • Smith Salley Wealth Management's S&P Global position peaked at $20.2M in Q2 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Smith Salley Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.