SPIA
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Steward Partners Investment Advisory’s S&P Global SPGI Stock Holding History

Steward Partners Investment Advisory’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 		$19.1M Buy
44,940
+9,094
+25% +$4.22M 0.1% 184
2025
Q4 		$18.7M Sell
35,846
-5,614
-14% -$2.78M 0.1% 174
2025
Q3 		$20.2M Buy
41,460
+1,650
+4% +$884K 0.12% 163
2025
Q2 		$21M Buy
39,810
+2,218
+6% +$1.11M 0.16% 123
2025
Q1 		$19.1M Buy
37,592
+1,264
+3% +$646K 0.17% 125
2024
Q4 		$18.1M Buy
36,328
+2,188
+6% +$1.11M 0.16% 128
2024
Q3 		$17.6M Buy
34,140
+579
+2% +$287K 0.16% 130
2024
Q2 		$15M Buy
33,561
+746
+2% +$320K 0.16% 133
2024
Q1 		$14M Buy
32,815
+6,443
+24% +$2.79M 0.15% 142
2023
Q4 		$11.6M Buy
26,372
+643
+2% +$254K 0.16% 144
2023
Q3 		$9.4M Sell
25,729
-741
-3% -$291K 0.14% 152
2023
Q2 		$10.6M Buy
26,470
+11
+0% +$4.02K 0.16% 136
2023
Q1 		$9.12M Buy
26,459
+158
+0.6% +$55.6K 0.15% 160
2022
Q4 		$8.81M Sell
26,301
-2,070
-7% -$682K 0.15% 158
2022
Q3 		$8.66M Buy
28,371
+1,120
+4% +$401K 0.16% 149
2022
Q2 		$9.19M Buy
27,251
+57
+0.2% +$20.3K 0.17% 141
2022
Q1 		$11.2M Buy
27,194
+20,214
+290% +$8.23M 0.17% 136
2021
Q4 		$3.29M Buy
6,980
+40
+0.6% +$18.3K 0.05% 352
2021
Q3 		$2.95M Buy
6,940
+523
+8% +$227K 0.05% 355
2021
Q2 		$2.63M Sell
6,417
-415
-6% -$159K 0.04% 383
2021
Q1 		$2.41M Buy
6,832
+1,165
+21% +$388K 0.04% 386
2020
Q4 		$1.86M Sell
5,667
-123
-2% -$41.5K 0.04% 380
2020
Q3 		$2.09M Buy
5,790
+176
+3% +$62.1K 0.05% 315
2020
Q2 		$1.85M Buy
5,614
+298
+6% +$89.6K 0.05% 318
2020
Q1 		$1.3M Buy
5,316
+152
+3% +$41.7K 0.05% 329
2019
Q4 		$1.41M Buy
5,164
+84
+2% +$21.8K 0.04% 367
2019
Q3 		$1.24M Buy
5,080
+2,552
+101% +$638K 0.04% 362
2019
Q2 		$575K Buy
2,528
+1,039
+70% +$227K 0.02% 521
2019
Q1 		$313K Sell
1,489
-30
-2% -$5.81K 0.01% 627
2018
Q4 		$258K Sell
1,519
-90
-6% -$16.1K 0.01% 634
2018
Q3 		$314K Buy
1,609
+1,232
+327% +$254K 0.02% 610
2018
Q2 		$77K Sell
377
-78
-17% -$15.4K ﹤0.01% 935
2018
Q1 		$86K Buy
455
+298
+190% +$55K 0.01% 818
2017
Q4 		$26K Buy
157
+37
+31% +$6.04K ﹤0.01% 1034
2017
Q3 		$18K Hold
120
– – ﹤0.01% 967
2017
Q2 		$17K Hold
120
– – ﹤0.01% 916
2017
Q1 		$15K Hold
120
– – ﹤0.01% 838
2016
Q4 		$12K Buy
+120
New +$14.3K 0.01% 534

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

Steward Partners Investment Advisory's SPGI Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its S&P Global (SPGI) stake by 25% in Q1 2026, buying an estimated $4.22M and bringing the position to 44,940 shares worth $19.1M. The position accounts for 0.1% of the portfolio, ranked #184.

Steward Partners Investment Advisory first reported a position in SPGI in Q4 2016 and has held it in 38 quarters since. The position peaked at $21M in Q2 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Steward Partners Investment Advisory held 44,940 shares of S&P Global worth $19.1M as of Q1 2026.
  • Steward Partners Investment Advisory bought 9,094 S&P Global shares in Q1 2026, an estimated $4.22M.
  • S&P Global made up 0.1% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #184 holding.
  • Steward Partners Investment Advisory first reported a position in S&P Global in Q4 2016 and has held it in 38 quarters since.
  • Steward Partners Investment Advisory's S&P Global position peaked at $21M in Q2 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.