Stratos Wealth Advisors
SPGI icon

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
Q3 		– Sell
-1,285
Closed -$524K – 679
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

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Stratos Wealth Advisors's SPGI Position: Q3 2026 in Review

Stratos Wealth Advisors sold out of S&P Global (SPGI) in Q3 2026, closing a stake of 1,285 shares — an estimated $524K sold.

Stratos Wealth Advisors first reported a position in SPGI in Q4 2018 and held it in 15 quarters. The position peaked at $587K in Q3 2025. 1,601 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Stratos Wealth Advisors reported no remaining S&P Global position as of Q3 2026 after selling out during the quarter.
  • Stratos Wealth Advisors sold 1,285 S&P Global shares in Q3 2026, an estimated $524K.
  • Stratos Wealth Advisors first reported a position in S&P Global in Q4 2018 and held it in 15 quarters.
  • Stratos Wealth Advisors's S&P Global position peaked at $587K in Q3 2025.
  • 1,601 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Stratos Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.