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Spire Wealth Management’s S&P Global SPGI Stock Holding History

Spire Wealth Management’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 		$643K Sell
1,580
-2,366
-60% -$999K 0.02% 497
2026
Q1 		$1.68M Sell
3,946
-18
-0.5% -$8.36K 0.06% 292
2025
Q4 		$2.07M Buy
3,964
+815
+26% +$403K 0.07% 247
2025
Q3 		$1.53M Sell
3,149
-9,008
-74% -$4.82M 0.05% 295
2025
Q2 		$6.27M Sell
12,157
-6,727
-36% -$3.36M 0.23% 88
2025
Q1 		$9.6M Sell
18,884
-4,812
-20% -$2.46M 0.31% 67
2024
Q4 		$11.8M Buy
23,696
+4,904
+26% +$2.49M 0.37% 55
2024
Q3 		$9.71M Sell
18,792
-173
-0.9% -$85.6K 0.33% 63
2024
Q2 		$8.45M Sell
18,965
-72
-0.4% -$30.9K 0.3% 75
2024
Q1 		$19.6M Buy
19,037
+587
+3% +$254K 0.36% 63
2023
Q4 		$8.15M Buy
18,450
+2,470
+15% +$975K 0.27% 78
2023
Q3 		$5.84M Buy
15,980
+12,300
+334% +$4.84M 0.22% 86
2023
Q2 		$1.48M Sell
3,680
-172
-4% -$62.8K 0.05% 272
2023
Q1 		$1.33M Sell
3,852
-81
-2% -$28.5K 0.05% 290
2022
Q4 		$1.32M Sell
3,933
-140
-3% -$46.1K 0.07% 204
2022
Q3 		$1.24M Sell
4,073
-488
-11% -$175K 0.08% 181
2022
Q2 		$1.54M Sell
4,561
-17,949
-80% -$6.4M 0.06% 244
2022
Q1 		$9.24M Sell
22,510
-2,915
-11% -$1.19M 0.25% 114
2021
Q4 		$12M Buy
25,425
+21,442
+538% +$9.81M 0.27% 105
2021
Q3 		$1.69M Sell
3,983
-12
-0.3% -$5.2K 0.04% 313
2021
Q2 		$1.64M Sell
3,995
-1,056
-21% -$406K 0.04% 325
2021
Q1 		$1.76M Buy
+5,051
New +$1.68M 0.05% 310

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

Spire Wealth Management's SPGI Position: Q2 2026 in Review

Spire Wealth Management reduced its S&P Global (SPGI) stake by 60% in Q2 2026, selling an estimated $999K and leaving 1,580 shares worth $643K. The position accounts for 0.02% of the portfolio, ranked #497.

Spire Wealth Management first reported a position in SPGI in Q1 2021 and has held it in 22 quarters since. The position peaked at $19.6M in Q1 2024. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Spire Wealth Management held 1,580 shares of S&P Global worth $643K as of Q2 2026.
  • Spire Wealth Management sold 2,366 S&P Global shares in Q2 2026, an estimated $999K.
  • S&P Global made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #497 holding.
  • Spire Wealth Management first reported a position in S&P Global in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's S&P Global position peaked at $19.6M in Q1 2024.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.