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Stratos Wealth Advisors’s S&P Global SPGI Stock Holding History

Stratos Wealth 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 		$524K Buy
1,285
+225
+21% +$95K 0.03% 393
2026
Q1 		$451K Sell
1,060
-15
-1% -$6.96K 0.03% 408
2025
Q4 		$562K Sell
1,075
-130
-11% -$64.3K 0.03% 410
2025
Q3 		$587K Buy
1,205
+210
+21% +$112K 0.03% 424
2025
Q2 		$525K Buy
995
+129
+15% +$64.4K 0.03% 440
2025
Q1 		$440K Sell
866
-30
-3% -$15.3K 0.02% 460
2024
Q4 		$446K Buy
896
+286
+47% +$145K 0.02% 503
2024
Q3 		$315K Buy
610
+115
+23% +$56.9K 0.01% 595
2024
Q2 		$221K Sell
495
-499
-50% -$214K 0.01% 638
2024
Q1 		$423K Buy
994
+325
+49% +$141K 0.03% 492
2023
Q4 		$295K Buy
+669
New +$264K 0.02% 560
2019
Q4 		– Sell
-1,255
Closed -$307K – 224
2019
Q3 		$307K Sell
1,255
-50
-4% -$12.5K 0.12% 182
2019
Q2 		$297K Hold
1,305
– – 0.12% 178
2019
Q1 		$275K Hold
1,305
– – 0.15% 170
2018
Q4 		$222K Buy
+1,305
New +$234K 0.15% 168

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

Stratos Wealth Advisors's SPGI Position: Q2 2026 in Review

Stratos Wealth Advisors increased its S&P Global (SPGI) stake by 21% in Q2 2026, buying an estimated $95K and bringing the position to 1,285 shares worth $524K. The position accounts for 0.03% of the portfolio, ranked #393.

Stratos Wealth Advisors first reported a position in SPGI in Q4 2018 and has held it in 15 quarters since. The position peaked at $587K in Q3 2025. 2,024 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Stratos Wealth Advisors held 1,285 shares of S&P Global worth $524K as of Q2 2026.
  • Stratos Wealth Advisors bought 225 S&P Global shares in Q2 2026, an estimated $95K.
  • S&P Global made up 0.03% of Stratos Wealth Advisors's portfolio in Q2 2026, its #393 holding.
  • Stratos Wealth Advisors first reported a position in S&P Global in Q4 2018 and has held it in 15 quarters since.
  • Stratos Wealth Advisors's S&P Global position peaked at $587K in Q3 2025.
  • 2,024 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.