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Sound View Wealth Advisors Group’s S&P Global SPGI Stock Holding History

Sound View Wealth Advisors Group’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 		– Sell
-496
Closed -$259K – 433
2025
Q4 		$259K Sell
496
-149
-23% -$73.7K 0.02% 365
2025
Q3 		$314K Sell
645
-99
-13% -$53K 0.02% 348
2025
Q2 		$392K Buy
744
+9
+1% +$4.49K 0.03% 305
2025
Q1 		$374K Buy
735
+230
+46% +$118K 0.03% 302
2024
Q4 		$252K Sell
505
-33
-6% -$16.7K 0.02% 368
2024
Q3 		$278K Buy
538
+13
+2% +$6.43K 0.02% 345
2024
Q2 		$234K Sell
525
-22
-4% -$9.44K 0.02% 338
2024
Q1 		$233K Sell
547
-9
-2% -$3.9K 0.02% 339
2023
Q4 		$245K Buy
+556
New +$219K 0.03% 338
2023
Q3 		– Sell
-514
Closed -$206K – 378
2023
Q2 		$206K Sell
514
-161
-24% -$58.8K 0.03% 350
2023
Q1 		$233K Buy
675
+119
+21% +$41.9K 0.03% 325
2022
Q4 		$245K Buy
+556
New +$183K 0.03% 338
2022
Q3 		– Sell
-622
Closed -$210K – 279
2022
Q2 		$210K Buy
622
+6
+1% +$2.14K 0.04% 265
2022
Q1 		$253K Buy
616
+16
+3% +$6.52K 0.05% 260
2021
Q4 		$283K Buy
600
+19
+3% +$8.69K 0.05% 250
2021
Q3 		$247K Hold
581
– – 0.05% 255
2021
Q2 		$238K Buy
581
+10
+2% +$3.84K 0.05% 258
2021
Q1 		$201K Buy
+571
New +$190K 0.05% 261

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Sound View Wealth Advisors Group's SPGI Position: Q1 2026 in Review

Sound View Wealth Advisors Group sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 496 shares — an estimated $259K sold.

Sound View Wealth Advisors Group first reported a position in SPGI in Q1 2021 and held it in 18 quarters. The position peaked at $392K in Q2 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Sound View Wealth Advisors Group reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 496 S&P Global shares in Q1 2026, an estimated $259K.
  • Sound View Wealth Advisors Group first reported a position in S&P Global in Q1 2021 and held it in 18 quarters.
  • Sound View Wealth Advisors Group's S&P Global position peaked at $392K in Q2 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.