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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Stratos Wealth Advisors's SPGI Position: Q1 2026 in Review

Stratos Wealth Advisors reduced its S&P Global (SPGI) stake by 1.4% in Q1 2026, selling an estimated $6.96K and leaving 1,060 shares worth $451K. The position accounts for 0.03% of the portfolio, ranked #408.

Stratos Wealth Advisors first reported a position in SPGI in Q4 2018 and has held it in 14 quarters since. The position peaked at $587K in Q3 2025. 2,108 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Stratos Wealth Advisors held 1,060 shares of S&P Global worth $451K as of Q1 2026.
Stratos Wealth Advisors sold 15 S&P Global shares in Q1 2026, an estimated $6.96K.
S&P Global made up 0.03% of Stratos Wealth Advisors's portfolio in Q1 2026, its #408 holding.
Stratos Wealth Advisors first reported a position in S&P Global in Q4 2018 and has held it in 14 quarters since.
Stratos Wealth Advisors's S&P Global position peaked at $587K in Q3 2025.
2,108 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.