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Souders Financial Advisors’s S&P Global SPGI Stock Holding History

Souders Financial 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 		$1.12M Sell
2,749
-121
-4% -$51.1K 0.11% 95
2026
Q1 		$1.22M Buy
2,870
+42
+1% +$19.5K 0.14% 82
2025
Q4 		$1.48M Buy
2,828
+10
+0.4% +$4.95K 0.17% 72
2025
Q3 		$1.37M Sell
2,818
-9
-0.3% -$4.82K 0.16% 74
2025
Q2 		$1.49M Sell
2,827
-167
-6% -$83.3K 0.19% 67
2025
Q1 		$1.52M Sell
2,994
-259
-8% -$132K 0.21% 67
2024
Q4 		$1.62M Sell
3,253
-436
-12% -$221K 0.23% 77
2024
Q3 		$1.91M Buy
3,689
+96
+3% +$47.5K 0.27% 69
2024
Q2 		$1.6M Buy
3,593
+15
+0.4% +$6.43K 0.24% 70
2024
Q1 		$1.52M Sell
3,578
-8
-0.2% -$3.47K 0.24% 75
2023
Q4 		$1.58M Sell
3,586
-487
-12% -$192K 0.27% 73
2023
Q3 		$1.49M Sell
4,073
-1,143
-22% -$449K 0.29% 73
2023
Q2 		$2.09M Sell
5,216
-210
-4% -$76.7K 0.4% 65
2023
Q1 		$1.87M Buy
5,426
+12
+0.2% +$4.22K 0.4% 67
2022
Q4 		$1.81M Sell
5,414
-1,013
-16% -$334K 0.41% 67
2022
Q3 		$1.96M Sell
6,427
-1,301
-17% -$465K 0.53% 62
2022
Q2 		$2.6M Buy
7,728
+5,904
+324% +$2.1M 0.75% 40
2022
Q1 		$748K Sell
1,824
-9
-0.5% -$3.67K 0.22% 90
2021
Q4 		$865K Buy
1,833
+26
+1% +$11.9K 0.25% 80
2021
Q3 		$768K Buy
1,807
+73
+4% +$31.6K 0.25% 80
2021
Q2 		$712K Sell
1,734
-16
-0.9% -$6.15K 0.24% 81
2021
Q1 		$617K Buy
1,750
+64
+4% +$21.3K 0.24% 79
2020
Q4 		$554K Sell
1,686
-3
-0.2% -$1.01K 0.24% 80
2020
Q3 		$566K Sell
1,689
-28
-2% -$9.88K 0.27% 73
2020
Q2 		$566K Sell
1,717
-67
-4% -$20.1K 0.32% 66
2020
Q1 		$437K Buy
+1,784
New +$489K 0.39% 60

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Souders Financial Advisors's SPGI Position: Q2 2026 in Review

Souders Financial Advisors reduced its S&P Global (SPGI) stake by 4.2% in Q2 2026, selling an estimated $51.1K and leaving 2,749 shares worth $1.12M. The position accounts for 0.11% of the portfolio, ranked #95.

Souders Financial Advisors first reported a position in SPGI in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.6M in Q2 2022. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Souders Financial Advisors held 2,749 shares of S&P Global worth $1.12M as of Q2 2026.
  • Souders Financial Advisors sold 121 S&P Global shares in Q2 2026, an estimated $51.1K.
  • S&P Global made up 0.11% of Souders Financial Advisors's portfolio in Q2 2026, its #95 holding.
  • Souders Financial Advisors first reported a position in S&P Global in Q1 2020 and has held it in 26 quarters since.
  • Souders Financial Advisors's S&P Global position peaked at $2.6M in Q2 2022.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.