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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Soltis Investment Advisors's SPGI Position: Q1 2026 in Review

Soltis Investment Advisors reduced its S&P Global (SPGI) stake by 88% in Q1 2026, selling an estimated $2.86M and leaving 852 shares worth $362K. The position accounts for 0.02% of the portfolio, ranked #398.

Soltis Investment Advisors first reported a position in SPGI in Q3 2023 and has held it in 8 quarters since. The position peaked at $3.67M in Q4 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Soltis Investment Advisors held 852 shares of S&P Global worth $362K as of Q1 2026.
Soltis Investment Advisors sold 6,165 S&P Global shares in Q1 2026, an estimated $2.86M.
S&P Global made up 0.02% of Soltis Investment Advisors's portfolio in Q1 2026, its #398 holding.
Soltis Investment Advisors first reported a position in S&P Global in Q3 2023 and has held it in 8 quarters since.
Soltis Investment Advisors's S&P Global position peaked at $3.67M in Q4 2025.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.