Traveka Wealth
SPGI icon

Traveka Wealth’s S&P Global SPGI Stock Holding History

Traveka 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
Q3 		$254K Buy
645
+10
+2% +$4.23K 0.08% 169
2026
Q2 		$258K Sell
635
-72
-10% -$30.4K 0.09% 151
2026
Q1 		$301K Buy
707
+74
+12% +$34.4K 0.11% 125
2025
Q4 		$331K Sell
633
-41
-6% -$20.3K 0.13% 122
2025
Q3 		$328K Buy
674
+19
+3% +$10.2K 0.15% 107
2025
Q2 		$345K Sell
655
-47
-7% -$23.5K 0.18% 88
2025
Q1 		$357K Sell
702
-49
-7% -$25K 0.2% 83
2024
Q4 		$374K Buy
751
+78
+12% +$39.6K 0.21% 83
2024
Q3 		$348K Buy
673
+46
+7% +$22.8K 0.18% 82
2024
Q2 		$280K Buy
627
+33
+6% +$14.2K 0.14% 89
2024
Q1 		$253K Buy
594
+37
+7% +$16K 0.12% 98
2023
Q4 		$245K Buy
+557
New +$220K 0.12% 102

Other funds holding SPGI

Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Traveka Wealth's SPGI Position: Q3 2026 in Review

Traveka Wealth increased its S&P Global (SPGI) stake by 1.6% in Q3 2026, buying an estimated $4.23K and bringing the position to 645 shares worth $254K. The position accounts for 0.08% of the portfolio, ranked #169.

Traveka Wealth first reported a position in SPGI in Q4 2023 and has held it in 12 quarters since. The position peaked at $374K in Q4 2024. 947 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Traveka Wealth held 645 shares of S&P Global worth $254K as of Q3 2026.
  • Traveka Wealth bought 10 S&P Global shares in Q3 2026, an estimated $4.23K.
  • S&P Global made up 0.08% of Traveka Wealth's portfolio in Q3 2026, its #169 holding.
  • Traveka Wealth first reported a position in S&P Global in Q4 2023 and has held it in 12 quarters since.
  • Traveka Wealth's S&P Global position peaked at $374K in Q4 2024.
  • 947 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Traveka Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.