Wealthfront Advisers’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $15.7M | Buy |
38,610
+3,436
| +10% | +$1.45M | 0.03% | 197 |
|
|
2026
Q1 | $15M | Sell |
35,174
-6,247
| -15% | -$2.9M | 0.03% | 189 |
|
|
2025
Q4 | $21.6M | Buy |
41,421
+1,353
| +3% | +$669K | 0.05% | 126 |
|
|
2025
Q3 | $19.5M | Sell |
40,068
-659
| -2% | -$353K | 0.05% | 130 |
|
|
2025
Q2 | $21.5M | Buy |
40,727
+2,391
| +6% | +$1.19M | 0.06% | 109 |
|
|
2025
Q1 | $19.5M | Buy |
38,336
+4,316
| +13% | +$2.21M | 0.05% | 108 |
|
|
2024
Q4 | $16.9M | Buy |
34,020
+2,325
| +7% | +$1.18M | 0.05% | 114 |
|
|
2024
Q3 | $16.4M | Buy |
31,695
+1,908
| +6% | +$944K | 0.05% | 109 |
|
|
2024
Q2 | $13.3M | Sell |
29,787
-917
| -3% | -$393K | 0.04% | 122 |
|
|
2024
Q1 | $13.1M | Buy |
30,704
+667
| +2% | +$289K | 0.05% | 120 |
|
|
2023
Q4 | $13.2M | Sell |
30,037
-4,074
| -12% | -$1.61M | 0.05% | 108 |
|
|
2023
Q3 | $12.5M | Sell |
34,111
-566
| -2% | -$223K | 0.05% | 96 |
|
|
2023
Q2 | $13.9M | Buy |
34,677
+4,928
| +17% | +$1.8M | 0.06% | 90 |
|
|
2023
Q1 | $10.3M | Buy |
29,749
+2,314
| +8% | +$814K | 0.05% | 113 |
|
|
2022
Q4 | $9.19M | Buy |
27,435
+4,541
| +20% | +$1.5M | 0.04% | 123 |
|
|
2022
Q3 | $6.99M | Sell |
22,894
-2,623
| -10% | -$938K | 0.04% | 130 |
|
|
2022
Q2 | $8.6M | Buy |
25,517
+2,654
| +12% | +$946K | 0.04% | 110 |
|
|
2022
Q1 | $9.38M | Buy |
22,863
+8,817
| +63% | +$3.59M | 0.04% | 107 |
|
|
2021
Q4 | $6.63M | Buy |
14,046
+1,318
| +10% | +$603K | 0.03% | 152 |
|
|
2021
Q3 | $5.41M | Buy |
12,728
+2,301
| +22% | +$997K | 0.03% | 149 |
|
|
2021
Q2 | $4.28M | Buy |
10,427
+1,506
| +17% | +$579K | 0.02% | 158 |
|
|
2021
Q1 | $3.15M | Buy |
8,921
+516
| +6% | +$172K | 0.02% | 170 |
|
|
2020
Q4 | $2.76M | Sell |
8,405
-732
| -8% | -$247K | 0.02% | 164 |
|
|
2020
Q3 | $3.29M | Sell |
9,137
-353
| -4% | -$125K | 0.02% | 115 |
|
|
2020
Q2 | $3.13M | Sell |
9,490
-176
| -2% | -$52.9K | 0.02% | 111 |
|
|
2020
Q1 | $2.37M | Buy |
9,666
+42
| +0.4% | +$11.5K | 0.02% | 122 |
|
|
2019
Q4 | $2.63M | Buy |
9,624
+1,420
| +17% | +$369K | 0.02% | 133 |
|
|
2019
Q3 | $2.01M | Buy |
8,204
+512
| +7% | +$128K | 0.02% | 168 |
|
|
2019
Q2 | $1.75M | Buy |
7,692
+1,319
| +21% | +$288K | 0.02% | 176 |
|
|
2019
Q1 | $1.34M | Buy |
6,373
+444
| +7% | +$86K | 0.01% | 208 |
|
|
2018
Q4 | $1.01M | Buy |
+5,929
| New | +$1.06M | 0.01% | 244 |
|
Other funds holding SPGI
N
Wealthfront Advisers's SPGI Position: Q2 2026 in Review
Wealthfront Advisers increased its S&P Global (SPGI) stake by 9.8% in Q2 2026, buying an estimated $1.45M and bringing the position to 38,610 shares worth $15.7M. The position accounts for 0.03% of the portfolio, ranked #197.
Wealthfront Advisers first reported a position in SPGI in Q4 2018 and has held it in 31 quarters since. The position peaked at $21.6M in Q4 2025. 1,467 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.
- Wealthfront Advisers held 38,610 shares of S&P Global worth $15.7M as of Q2 2026.
- Wealthfront Advisers bought 3,436 S&P Global shares in Q2 2026, an estimated $1.45M.
- S&P Global made up 0.03% of Wealthfront Advisers's portfolio in Q2 2026, its #197 holding.
- Wealthfront Advisers first reported a position in S&P Global in Q4 2018 and has held it in 31 quarters since.
- Wealthfront Advisers's S&P Global position peaked at $21.6M in Q4 2025.
- 1,467 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.
Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.