Smith Salley Wealth Management
SPGI icon

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
Q3 		$15.6M Buy
39,588
+684
+2% +$289K 0.65% 43
2026
Q2 		$15.8M Sell
38,904
-216
-0.6% -$91.2K 0.69% 46
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 		$9.6M 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% +$100K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Smith Salley Wealth Management's SPGI Position: Q3 2026 in Review

Smith Salley Wealth Management increased its S&P Global (SPGI) stake by 1.8% in Q3 2026, buying an estimated $289K and bringing the position to 39,588 shares worth $15.6M. The position accounts for 0.65% of the portfolio, ranked #43.

Smith Salley Wealth Management first reported a position in SPGI in Q4 2019 and has held it in 28 quarters since. The position peaked at $20.2M in Q2 2025. 1,268 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Smith Salley Wealth Management held 39,588 shares of S&P Global worth $15.6M as of Q3 2026.
  • Smith Salley Wealth Management bought 684 S&P Global shares in Q3 2026, an estimated $289K.
  • S&P Global made up 0.65% of Smith Salley Wealth Management's portfolio in Q3 2026, its #43 holding.
  • Smith Salley Wealth Management first reported a position in S&P Global in Q4 2019 and has held it in 28 quarters since.
  • Smith Salley Wealth Management's S&P Global position peaked at $20.2M in Q2 2025.
  • 1,268 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Smith Salley Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.