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Valued Wealth Advisors’s S&P Global SPGI Stock Holding History

Valued Wealth 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 		$23.9K Buy
59
+5
+9% +$2.11K 0.01% 178
2026
Q1 		$22.8K Buy
54
+11
+26% +$5.11K 0.01% 165
2025
Q4 		$22.2K Buy
43
+1
+2% +$495 0.01% 148
2025
Q3 		$20.7K Hold
42
– – 0.01% 146
2025
Q2 		$22.4K Hold
42
– – 0.01% 137
2025
Q1 		$21.5K Hold
42
– – 0.01% 149
2024
Q4 		$21.2K Sell
42
-8
-16% -$4.06K 0.01% 154
2024
Q3 		$26.1K Sell
50
-18
-26% -$8.91K 0.02% 123
2024
Q2 		$30.5K Hold
68
– – 0.02% 98
2024
Q1 		$29.1K Buy
68
+5
+8% +$2.17K 0.02% 98
2023
Q4 		$23.2K Buy
+63
New +$24.9K 0.02% 79

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

Valued Wealth Advisors's SPGI Position: Q2 2026 in Review

Valued Wealth Advisors increased its S&P Global (SPGI) stake by 9.3% in Q2 2026, buying an estimated $2.11K and bringing the position to 59 shares worth $23.9K. The position accounts for 0.01% of the portfolio, ranked #178.

Valued Wealth Advisors first reported a position in SPGI in Q4 2023 and has held it in 11 quarters since. The position peaked at $30.5K in Q2 2024. 2,009 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Valued Wealth Advisors held 59 shares of S&P Global worth $23.9K as of Q2 2026.
  • Valued Wealth Advisors bought 5 S&P Global shares in Q2 2026, an estimated $2.11K.
  • S&P Global made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #178 holding.
  • Valued Wealth Advisors first reported a position in S&P Global in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's S&P Global position peaked at $30.5K in Q2 2024.
  • 2,009 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.