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Valmark Advisers’s S&P Global SPGI Stock Holding History

Valmark Advisers’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 		$211K Buy
517
+31
+6% +$13.1K ﹤0.01% 710
2026
Q1 		$207K Buy
486
+48
+11% +$22.3K ﹤0.01% 665
2025
Q4 		$229K Sell
438
-180
-29% -$89.1K ﹤0.01% 611
2025
Q3 		$301K Buy
618
+16
+3% +$8.57K ﹤0.01% 551
2025
Q2 		$317K Buy
602
+39
+7% +$19.5K ﹤0.01% 533
2025
Q1 		$286K Sell
563
-79
-12% -$40.4K ﹤0.01% 527
2024
Q4 		$320K Buy
+642
New +$326K 0.01% 496

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

Valmark Advisers's SPGI Position: Q2 2026 in Review

Valmark Advisers increased its S&P Global (SPGI) stake by 6.4% in Q2 2026, buying an estimated $13.1K and bringing the position to 517 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #710.

Valmark Advisers first reported a position in SPGI in Q4 2024 and has held it in 7 quarters since. The position peaked at $320K in Q4 2024. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Valmark Advisers held 517 shares of S&P Global worth $211K as of Q2 2026.
  • Valmark Advisers bought 31 S&P Global shares in Q2 2026, an estimated $13.1K.
  • S&P Global made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #710 holding.
  • Valmark Advisers first reported a position in S&P Global in Q4 2024 and has held it in 7 quarters since.
  • Valmark Advisers's S&P Global position peaked at $320K in Q4 2024.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.