Toth Financial Advisory’s S&P Global SPGI Stock Holding History

Toth Financial Advisory’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	–	Sell	-9	Closed	-$4.7K	–	1017
2025 Q4	$4.7K	Buy	+9	New	+$4.45K	﹤0.01%	642
2024 Q2	–	Sell	-30	Closed	-$12.8K	–	786
2024 Q1	$12.8K	Sell	30 -9	-23%	-$3.9K	﹤0.01%	431
2023 Q4	$17.2K	Hold	39	–	–	﹤0.01%	408
2023 Q3	$14.3K	Sell	39 -491	-93%	-$193K	﹤0.01%	411
2023 Q2	$212K	Buy	530 +487	+1,133%	+$178K	0.03%	191
2023 Q1	$14.8K	Buy	43 +13	+43%	+$4.58K	﹤0.01%	414
2022 Q4	$10K	Hold	30	–	–	﹤0.01%	443
2022 Q3	$9K	Hold	30	–	–	﹤0.01%	479
2022 Q2	$10K	Hold	30	–	–	﹤0.01%	442
2022 Q1	$12K	Hold	30	–	–	﹤0.01%	455
2021 Q4	$14K	Hold	30	–	–	﹤0.01%	448
2021 Q3	$13K	Buy	+30	New	+$13K	﹤0.01%	451

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Toth Financial Advisory's SPGI Position: Q1 2026 in Review

Toth Financial Advisory sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 9 shares — an estimated $4.7K sold.

Toth Financial Advisory first reported a position in SPGI in Q3 2021 and held it in 12 quarters. The position peaked at $212K in Q2 2023. 2,119 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Toth Financial Advisory reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
Toth Financial Advisory sold 9 S&P Global shares in Q1 2026, an estimated $4.7K.
Toth Financial Advisory first reported a position in S&P Global in Q3 2021 and held it in 12 quarters.
Toth Financial Advisory's S&P Global position peaked at $212K in Q2 2023.
2,119 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Toth Financial Advisory's 13F filing for Q1 2026, filed 16 Apr 2026.