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TD Private Client Wealth’s S&P Global SPGI Stock Holding History

TD Private Client Wealth’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 		$1.23M Buy
3,013
+255
+9% +$108K 0.02% 334
2026
Q1 		$1.17M Buy
2,758
+1,339
+94% +$622K 0.02% 336
2025
Q4 		$742K Buy
1,419
+67
+5% +$33.2K 0.02% 405
2025
Q3 		$658K Buy
1,352
+11
+0.8% +$5.89K 0.01% 431
2025
Q2 		$707K Sell
1,341
-183
-12% -$91.3K 0.02% 419
2025
Q1 		$774K Sell
1,524
-86
-5% -$43.9K 0.02% 386
2024
Q4 		$802K Sell
1,610
-199
-11% -$101K 0.02% 390
2024
Q3 		$935K Buy
1,809
+9
+0.5% +$4.45K 0.03% 374
2024
Q2 		$803K Buy
1,800
+89
+5% +$38.2K 0.03% 379
2024
Q1 		$728K Sell
1,711
-28
-2% -$12.1K 0.02% 394
2023
Q4 		$766K Buy
1,739
+47
+3% +$18.5K 0.03% 369
2023
Q3 		$618K Sell
1,692
-119
-7% -$46.8K 0.03% 381
2023
Q2 		$726K Buy
1,811
+413
+30% +$151K 0.03% 388
2023
Q1 		$482K Buy
1,398
+804
+135% +$283K 0.02% 432
2022
Q4 		$199K Sell
594
-65
-10% -$21.4K 0.01% 543
2022
Q3 		$201K Sell
659
-344
-34% -$123K 0.01% 531
2022
Q2 		$338K Sell
1,003
-118
-11% -$42.1K 0.02% 462
2022
Q1 		$460K Buy
1,121
+180
+19% +$73.3K 0.02% 435
2021
Q4 		$444K Sell
941
-87
-8% -$39.8K 0.02% 439
2021
Q3 		$437K Sell
1,028
-112
-10% -$48.5K 0.02% 423
2021
Q2 		$468K Buy
1,140
+30
+3% +$11.5K 0.02% 415
2021
Q1 		$392K Sell
1,110
-33
-3% -$11K 0.02% 427
2020
Q4 		$376K Sell
1,143
-23
-2% -$7.76K 0.02% 412
2020
Q3 		$421K Sell
1,166
-97
-8% -$34.2K 0.02% 375
2020
Q2 		$416K Sell
1,263
-16
-1% -$4.81K 0.02% 374
2020
Q1 		$313K Buy
1,279
+21
+2% +$5.76K 0.02% 376
2019
Q4 		$344K Buy
+1,258
New +$327K 0.02% 397

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

TD Private Client Wealth's SPGI Position: Q2 2026 in Review

TD Private Client Wealth increased its S&P Global (SPGI) stake by 9.2% in Q2 2026, buying an estimated $108K and bringing the position to 3,013 shares worth $1.23M. The position accounts for 0.02% of the portfolio, ranked #334.

TD Private Client Wealth first reported a position in SPGI in Q4 2019 and has held it in 27 quarters since. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • TD Private Client Wealth held 3,013 shares of S&P Global worth $1.23M as of Q2 2026.
  • TD Private Client Wealth bought 255 S&P Global shares in Q2 2026, an estimated $108K.
  • S&P Global made up 0.02% of TD Private Client Wealth's portfolio in Q2 2026, its #334 holding.
  • TD Private Client Wealth first reported a position in S&P Global in Q4 2019 and has held it in 27 quarters since.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.