TA
SPGI icon

TrueWealth Advisors’s S&P Global SPGI Stock Holding History

TrueWealth Advisors’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 		– Sell
-589
Closed -$250K – 245
2026
Q1 		$250K Sell
589
-847
-59% -$393K 0.06% 208
2025
Q4 		$751K Buy
1,436
+74
+5% +$36.6K 0.19% 99
2025
Q3 		$663K Buy
1,362
+367
+37% +$197K 0.18% 109
2025
Q2 		$524K Buy
995
+331
+50% +$165K 0.16% 120
2025
Q1 		$338K Buy
+664
New +$339K 0.11% 149
2024
Q4 		– Sell
-753
Closed -$389K – 241
2024
Q3 		$389K Buy
+753
New +$373K 0.13% 143

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

TrueWealth Advisors's SPGI Position: Q2 2026 in Review

TrueWealth Advisors sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 589 shares — an estimated $250K sold.

TrueWealth Advisors first reported a position in SPGI in Q3 2024 and held it in 6 quarters. The position peaked at $751K in Q4 2025. 2,007 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • TrueWealth Advisors reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • TrueWealth Advisors sold 589 S&P Global shares in Q2 2026, an estimated $250K.
  • TrueWealth Advisors first reported a position in S&P Global in Q3 2024 and held it in 6 quarters.
  • TrueWealth Advisors's S&P Global position peaked at $751K in Q4 2025.
  • 2,007 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.