TWD
SPGI icon

True Wealth Design’s S&P Global SPGI Stock Holding History

True Wealth Design’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 		$143K Sell
351
-152
-30% -$64.2K 0.03% 167
2026
Q1 		$214K Buy
503
+421
+513% +$195K 0.06% 87
2025
Q4 		$42.9K Sell
82
-68
-45% -$33.6K 0.01% 374
2025
Q3 		$73.1K Sell
150
-1
-0.7% -$535 0.02% 226
2025
Q2 		$79.7K Buy
151
+139
+1,158% +$69.4K 0.03% 134
2025
Q1 		$6.17K Buy
12
+9
+300% +$4.6K ﹤0.01% 616
2024
Q4 		$1.57K Buy
+3
New +$1.52K ﹤0.01% 802
2023
Q1 		– Sell
-34
Closed -$11.2K – 890
2022
Q4 		$11.2K Buy
+34
New +$11.2K 0.01% 211

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

True Wealth Design's SPGI Position: Q2 2026 in Review

True Wealth Design reduced its S&P Global (SPGI) stake by 30% in Q2 2026, selling an estimated $64.2K and leaving 351 shares worth $143K. The position accounts for 0.03% of the portfolio, ranked #167.

True Wealth Design first reported a position in SPGI in Q4 2022 and has held it in 8 quarters since. The position peaked at $214K in Q1 2026. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • True Wealth Design held 351 shares of S&P Global worth $143K as of Q2 2026.
  • True Wealth Design sold 152 S&P Global shares in Q2 2026, an estimated $64.2K.
  • S&P Global made up 0.03% of True Wealth Design's portfolio in Q2 2026, its #167 holding.
  • True Wealth Design first reported a position in S&P Global in Q4 2022 and has held it in 8 quarters since.
  • True Wealth Design's S&P Global position peaked at $214K in Q1 2026.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.