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

SS&H 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 		$4.84M Buy
+11,887
New +$5.02M 1.24% 19
2025
Q4 		$6.21M Hold
11,887
– – 1.81% 13
2025
Q3 		$5.79M Hold
11,887
– – 1.76% 12
2025
Q2 		$6.27M Hold
11,887
– – 2.09% 10
2025
Q1 		$6.04M Hold
11,887
– – 2.25% 9
2024
Q4 		$5.92M Hold
11,887
– – 2.16% 9
2024
Q3 		$6.14M Hold
11,887
– – 2.24% 9
2024
Q2 		$5.3M Hold
11,887
– – 2.07% 9
2024
Q1 		$5.06M Hold
11,887
– – 2.11% 10
2023
Q4 		$5.24M Sell
11,887
-752
-6% -$297K 2.22% 10
2023
Q3 		$4.62M Buy
+12,639
New +$4.97M 2.16% 11
2023
Q1 		$4.36M Hold
12,637
– – 2% 9
2022
Q4 		$4.23M Hold
12,637
– – 2.02% 11
2022
Q3 		$3.86M Hold
12,637
– – 1.99% 12
2022
Q2 		$4.26M Hold
12,637
– – 1.97% 13
2022
Q1 		$5.18M Buy
+12,637
New +$5.15M 2.03% 9

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

SS&H Financial Advisors's SPGI Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in S&P Global (SPGI) in Q2 2026: 11,887 shares worth $4.84M. The stake represents 1.24% of the portfolio and ranks #19 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in SPGI as recently as Q4 2025.

SS&H Financial Advisors first reported a position in SPGI in Q1 2022 and has held it in 16 quarters since. The position peaked at $6.27M in Q2 2025. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • SS&H Financial Advisors held 11,887 shares of S&P Global worth $4.84M as of Q2 2026.
  • S&P Global was a new SS&H Financial Advisors position in Q2 2026.
  • S&P Global made up 1.24% of SS&H Financial Advisors's portfolio in Q2 2026, its #19 holding.
  • SS&H Financial Advisors first reported a position in S&P Global in Q1 2022 and has held it in 16 quarters since.
  • SS&H Financial Advisors's S&P Global position peaked at $6.27M in Q2 2025.
  • 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.