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RAFFA WEALTH MANAGEMENT, LLC’s S&P Global SPGI Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$30.1K Buy
74
+5
+7% +$2.11K ﹤0.01% 227
2026
Q1 		$29.3K Buy
69
+2
+3% +$929 ﹤0.01% 216
2025
Q4 		$35K Buy
67
+6
+10% +$2.97K 0.01% 193
2025
Q3 		$29.7K Buy
61
+6
+11% +$3.21K 0.01% 209
2025
Q2 		$29K Hold
55
– – 0.01% 220
2025
Q1 		$27.9K Hold
55
– – 0.01% 183
2024
Q4 		$27.4K Sell
55
-4
-7% -$2.03K 0.01% 197
2024
Q3 		$30.5K Hold
59
– – 0.01% 183
2024
Q2 		$26.3K Hold
59
– – 0.01% 271
2024
Q1 		$25.1K Hold
59
– – 0.01% 266
2023
Q4 		$26K Hold
59
– – 0.01% 183
2023
Q3 		$21.6K Hold
59
– – 0.01% 191
2023
Q2 		$23.7K Hold
59
– – 0.01% 187
2023
Q1 		$20.3K Hold
59
– – 0.01% 214
2022
Q4 		$19.8K Hold
59
– – 0.01% 206
2022
Q3 		$18K Hold
59
– – 0.01% 214
2022
Q2 		$19.9K Hold
59
– – 0.01% 205
2022
Q1 		$24.2K Buy
59
+16
+37% +$6.52K 0.01% 192
2021
Q4 		$20.3K Buy
43
+10
+30% +$4.58K 0.01% 221
2021
Q3 		$14K Hold
33
– – ﹤0.01% 224
2021
Q2 		$13.5K Sell
33
-274
-89% -$105K ﹤0.01% 232
2021
Q1 		$108K Buy
307
+9
+3% +$3K 0.04% 92
2020
Q4 		$98K Buy
298
+263
+751% +$88.7K 0.03% 91
2020
Q3 		$12.6K Buy
35
+7
+25% +$2.47K ﹤0.01% 218
2020
Q2 		$9.22K Hold
28
– – ﹤0.01% 235
2020
Q1 		$6.86K Buy
28
+8
+40% +$2.19K ﹤0.01% 238
2019
Q4 		$5.46K Hold
20
– – ﹤0.01% 267
2019
Q3 		$4.9K Buy
+20
New +$5K ﹤0.01% 276
2019
Q2 		– Sell
-20
Closed -$4.21K – 1292
2019
Q1 		$4.21K Hold
20
– – ﹤0.01% 250
2018
Q4 		$3.4K Hold
20
– – ﹤0.01% 280
2018
Q3 		$3.91K Hold
20
– – ﹤0.01% 287
2018
Q2 		$4.08K Hold
20
– – ﹤0.01% 269
2018
Q1 		$3.82K Buy
+20
New +$3.69K ﹤0.01% 273
2017
Q1 		– Sell
-8
Closed -$860 – 782
2016
Q4 		$860 Hold
8
– – ﹤0.01% 485
2016
Q3 		$1.01K Hold
8
– – ﹤0.01% 415
2016
Q2 		$858 Buy
+8
New +$859 ﹤0.01% 446

Other funds holding SPGI

RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's SPGI Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its S&P Global (SPGI) stake by 7.2% in Q2 2026, buying an estimated $2.11K and bringing the position to 74 shares worth $30.1K. The position accounts for ﹤0.01% of the portfolio, ranked #227.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in SPGI in Q2 2016 and has held it in 36 quarters since. The position peaked at $108K in Q1 2021. 654 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 74 shares of S&P Global worth $30.1K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 5 S&P Global shares in Q2 2026, an estimated $2.11K.
  • S&P Global made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #227 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in S&P Global in Q2 2016 and has held it in 36 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's S&P Global position peaked at $108K in Q1 2021.
  • 654 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.