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Strategic Wealth Partners’s S&P Global SPGI Stock Holding History

Strategic Wealth Partners’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 		$1.63M Buy
3,844
+627
+19% +$291K 0.11% 117
2025
Q4 		$1.68M Sell
3,217
-253
-7% -$125K 0.12% 121
2025
Q3 		$1.69M Buy
3,470
+505
+17% +$270K 0.13% 118
2025
Q2 		$1.56M Buy
+2,965
New +$1.48M 0.12% 119
2024
Q4 		$1.49M Buy
2,754
+145
+6% +$73.6K 0.12% 119
2024
Q3 		$1.35M Buy
2,609
+227
+10% +$112K 0.13% 125
2024
Q2 		$1.06M Buy
2,382
+203
+9% +$87.1K 0.11% 130
2024
Q1 		$927K Buy
2,179
+268
+14% +$116K 0.1% 140
2023
Q4 		$842K Sell
1,911
-524
-22% -$207K 0.1% 140
2023
Q3 		$890K Buy
2,435
+561
+30% +$221K 0.12% 162
2023
Q2 		$751K Buy
1,874
+34
+2% +$12.4K 0.1% 172
2023
Q1 		$635K Buy
1,840
+1,178
+178% +$415K 0.1% 156
2022
Q4 		$222K Sell
662
-119
-15% -$39.2K 0.04% 239
2022
Q3 		$239K Sell
781
-1,445
-65% -$517K 0.05% 243
2022
Q2 		$750K Buy
2,226
+867
+64% +$309K 0.16% 138
2022
Q1 		$557K Buy
1,359
+326
+32% +$133K 0.11% 171
2021
Q4 		$488K Buy
1,033
+40
+4% +$18.3K 0.09% 196
2021
Q3 		$422K Buy
993
+64
+7% +$27.7K 0.12% 183
2021
Q2 		$381K Buy
+929
New +$357K 0.12% 176
2019
Q4 		– Sell
-64
Closed -$15 – 448
2019
Q3 		$15 Hold
64
– – ﹤0.01% 434
2019
Q2 		$14K Hold
64
– – 0.01% 450
2019
Q1 		$14K Hold
64
– – 0.01% 449
2018
Q4 		$11K Hold
64
– – 0.01% 439
2018
Q3 		$13K Sell
64
-20
-24% -$4.13K 0.01% 422
2018
Q2 		$17K Hold
84
– – 0.01% 434
2018
Q1 		$16K Buy
84
+20
+31% +$3.69K 0.01% 405
2017
Q4 		$11K Buy
+64
New +$10.4K 0.01% 488

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

Strategic Wealth Partners's SPGI Position: Q1 2026 in Review

Strategic Wealth Partners increased its S&P Global (SPGI) stake by 19% in Q1 2026, buying an estimated $291K and bringing the position to 3,844 shares worth $1.63M. The position accounts for 0.11% of the portfolio, ranked #117.

Strategic Wealth Partners first reported a position in SPGI in Q4 2017 and has held it in 27 quarters since. The position peaked at $1.69M in Q3 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Strategic Wealth Partners held 3,844 shares of S&P Global worth $1.63M as of Q1 2026.
  • Strategic Wealth Partners bought 627 S&P Global shares in Q1 2026, an estimated $291K.
  • S&P Global made up 0.11% of Strategic Wealth Partners's portfolio in Q1 2026, its #117 holding.
  • Strategic Wealth Partners first reported a position in S&P Global in Q4 2017 and has held it in 27 quarters since.
  • Strategic Wealth Partners's S&P Global position peaked at $1.69M in Q3 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.