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Sound Income Strategies’s S&P Global SPGI Stock Holding History

Sound Income Strategies’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 		– Sell
-83
Closed -$35.2K – 2123
2026
Q1 		$35.2K Sell
83
-9
-10% -$4.18K ﹤0.01% 954
2025
Q4 		$50.2K Buy
92
+12
+15% +$5.94K ﹤0.01% 795
2025
Q3 		$38.9K Buy
80
+1
+1% +$535 ﹤0.01% 624
2025
Q2 		$41.6K Buy
79
+7
+10% +$3.49K ﹤0.01% 569
2025
Q1 		$36.5K Hold
72
– – ﹤0.01% 574
2024
Q4 		$35.8K Buy
72
+63
+700% +$32K ﹤0.01% 546
2024
Q3 		$4.65K Buy
+9
New +$4.45K ﹤0.01% 966
2024
Q2 		– Sell
-4
Closed -$1.7K – 1482
2024
Q1 		$1.7K Buy
+4
New +$1.73K ﹤0.01% 1090
2023
Q4 		– Sell
-20
Closed -$7.31K – 1388
2023
Q3 		$7.31K Hold
20
– – ﹤0.01% 664
2023
Q2 		$8.05K Hold
20
– – ﹤0.01% 624
2023
Q1 		$6.89K Sell
20
-2
-9% -$704 ﹤0.01% 638
2022
Q4 		$7.37K Sell
22
-2
-8% -$659 ﹤0.01% 581
2022
Q3 		$7K Sell
24
-1
-4% -$358 ﹤0.01% 537
2022
Q2 		$8K Hold
25
– – ﹤0.01% 514
2022
Q1 		$10K Buy
+25
New +$10.2K ﹤0.01% 484
2021
Q2 		– Sell
-45
Closed -$15.9K – 1028
2021
Q1 		$15.9K Hold
45
– – ﹤0.01% 395
2020
Q4 		$15K Hold
45
– – ﹤0.01% 380
2020
Q3 		$16K Buy
45
+15
+50% +$5.29K ﹤0.01% 328
2020
Q2 		$10K Hold
30
– – ﹤0.01% 391
2020
Q1 		$7K Buy
+30
New +$8.23K ﹤0.01% 404
2019
Q1 		– Sell
-21
Closed -$4K – 782
2018
Q4 		$4K Hold
21
– – ﹤0.01% 466
2018
Q3 		$4K Buy
+21
New +$4.33K ﹤0.01% 480

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Sound Income Strategies's SPGI Position: Q2 2026 in Review

Sound Income Strategies sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 83 shares — an estimated $35.2K sold.

Sound Income Strategies first reported a position in SPGI in Q3 2018 and held it in 22 quarters. The position peaked at $50.2K in Q4 2025. 1,467 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Sound Income Strategies reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 83 S&P Global shares in Q2 2026, an estimated $35.2K.
  • Sound Income Strategies first reported a position in S&P Global in Q3 2018 and held it in 22 quarters.
  • Sound Income Strategies's S&P Global position peaked at $50.2K in Q4 2025.
  • 1,467 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.