Soltis Investment Advisors’s S&P Global SPGI Stock Holding History

Soltis Investment Advisors’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	$527K	Buy	1,294 +442	+52%	+$187K	0.03%	349
2026 Q1	$362K	Sell	852 -6,165	-88%	-$2.86M	0.02%	398
2025 Q4	$3.67M	Buy	7,017 +532	+8%	+$263K	0.24%	97
2025 Q3	$3.16M	Buy	6,485 +243	+4%	+$130K	0.22%	113
2025 Q2	$3.29M	Buy	6,242 +5,687	+1,025%	+$2.84M	0.26%	97
2025 Q1	$282K	Buy	555 +14	+3%	+$7.15K	0.03%	313
2024 Q4	$269K	Buy	541 +125	+30%	+$63.4K	0.02%	307
2024 Q3	$215K	Buy	+416	New	+$206K	0.02%	337
2023 Q4	–	Sell	-952	Closed	-$348K	–	297
2023 Q3	$348K	Buy	+952	New	+$374K	0.04%	205

Other funds holding SPGI

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Soltis Investment Advisors's SPGI Position: Q2 2026 in Review

Soltis Investment Advisors increased its S&P Global (SPGI) stake by 52% in Q2 2026, buying an estimated $187K and bringing the position to 1,294 shares worth $527K. The position accounts for 0.03% of the portfolio, ranked #349.

Soltis Investment Advisors first reported a position in SPGI in Q3 2023 and has held it in 9 quarters since. The position peaked at $3.67M in Q4 2025. 2,027 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Soltis Investment Advisors held 1,294 shares of S&P Global worth $527K as of Q2 2026.
Soltis Investment Advisors bought 442 S&P Global shares in Q2 2026, an estimated $187K.
S&P Global made up 0.03% of Soltis Investment Advisors's portfolio in Q2 2026, its #349 holding.
Soltis Investment Advisors first reported a position in S&P Global in Q3 2023 and has held it in 9 quarters since.
Soltis Investment Advisors's S&P Global position peaked at $3.67M in Q4 2025.
2,027 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.