TWM
SPGI icon

Thrive Wealth Management’s S&P Global SPGI Stock Holding History

Thrive Wealth Management’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 		$849K Sell
2,084
-128
-6% -$54.1K 0.11% 90
2026
Q1 		$941K Sell
2,212
-422
-16% -$196K 0.14% 77
2025
Q4 		$1.38M Sell
2,634
-32
-1% -$15.8K 0.2% 56
2025
Q3 		$1.3M Sell
2,666
-18
-0.7% -$9.64K 0.2% 56
2025
Q2 		$1.42M Sell
2,684
-21
-0.8% -$10.5K 0.23% 51
2025
Q1 		$1.37M Sell
2,705
-229
-8% -$117K 0.26% 46
2024
Q4 		$1.46M Sell
2,934
-58
-2% -$29.4K 0.26% 44
2024
Q3 		$1.55M Sell
2,992
-9
-0.3% -$4.45K 0.28% 43
2024
Q2 		$1.34M Buy
3,001
+409
+16% +$175K 0.26% 47
2024
Q1 		$1.1M Buy
2,592
+88
+4% +$38.1K 0.23% 55
2023
Q4 		$1.1M Sell
2,504
-57
-2% -$22.5K 0.25% 53
2023
Q3 		$936K Buy
2,561
+356
+16% +$140K 0.25% 54
2023
Q2 		$884K Buy
2,205
+155
+8% +$56.6K 0.23% 61
2023
Q1 		$707K Buy
2,050
+320
+18% +$113K 0.18% 71
2022
Q4 		$579K Buy
1,730
+113
+7% +$37.2K 0.17% 78
2022
Q3 		$494K Buy
1,617
+243
+18% +$86.9K 0.17% 81
2022
Q2 		$463K Buy
1,374
+118
+9% +$42.1K 0.16% 80
2022
Q1 		$515K Buy
+1,256
New +$512K 0.15% 78

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

Thrive Wealth Management's SPGI Position: Q2 2026 in Review

Thrive Wealth Management reduced its S&P Global (SPGI) stake by 5.8% in Q2 2026, selling an estimated $54.1K and leaving 2,084 shares worth $849K. The position accounts for 0.11% of the portfolio, ranked #90.

Thrive Wealth Management first reported a position in SPGI in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.55M in Q3 2024. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Thrive Wealth Management held 2,084 shares of S&P Global worth $849K as of Q2 2026.
  • Thrive Wealth Management sold 128 S&P Global shares in Q2 2026, an estimated $54.1K.
  • S&P Global made up 0.11% of Thrive Wealth Management's portfolio in Q2 2026, its #90 holding.
  • Thrive Wealth Management first reported a position in S&P Global in Q1 2022 and has held it in 18 quarters since.
  • Thrive Wealth Management's S&P Global position peaked at $1.55M in Q3 2024.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.