Wealthspire Advisors (New York)’s S&P Global SPGI Stock Holding History

Wealthspire Advisors (New York)’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 Q1	$282K	Sell	662 -1,229	-65%	-$571K	﹤0.01%	745
2025 Q4	$988K	Buy	1,891 +1,231	+187%	+$609K	0.01%	430
2025 Q3	$321K	Sell	660 -380	-37%	-$203K	﹤0.01%	638
2025 Q2	$548K	Buy	1,040 +352	+51%	+$176K	﹤0.01%	517
2025 Q1	$350K	Sell	688 -80	-10%	-$40.9K	﹤0.01%	602
2024 Q4	$383K	Buy	768 +116	+18%	+$58.9K	﹤0.01%	586
2024 Q3	$337K	Sell	652 -20	-3%	-$9.9K	﹤0.01%	597
2024 Q2	$300K	Buy	672 +117	+21%	+$50.2K	﹤0.01%	540
2024 Q1	$236K	Sell	555 -196	-26%	-$85K	﹤0.01%	561
2023 Q4	$331K	Buy	751 +134	+22%	+$52.9K	﹤0.01%	501
2023 Q3	$226K	Buy	+617	New	+$243K	﹤0.01%	545
2023 Q1	–	Sell	-1,234	Closed	-$413K	–	590
2022 Q4	$413K	Buy	+1,234	New	+$407K	0.01%	404
2022 Q1	–	Sell	-992	Closed	-$468K	–	538
2021 Q4	$468K	Sell	992 -1,167	-54%	-$534K	0.01%	331
2021 Q3	$917K	Buy	+2,159	New	+$936K	0.02%	262
2021 Q2	–	Sell	-3,454	Closed	-$1.22M	–	618
2021 Q1	$1.22M	Buy	3,454 +904	+35%	+$301K	0.03%	228
2020 Q4	$838K	Buy	2,550 +708	+38%	+$239K	0.02%	225
2020 Q3	$664K	Buy	1,842 +123	+7%	+$43.4K	0.04%	158
2020 Q2	$566K	Sell	1,719 -1,002	-37%	-$301K	0.04%	144
2020 Q1	$667K	Buy	2,721 +1,937	+247%	+$531K	0.03%	255
2019 Q4	$214K	Buy	+784	New	+$204K	0.02%	195
2019 Q1	–	Sell	-180	Closed	-$31K	–	680
2018 Q4	$31K	Buy	+180	New	+$32.2K	﹤0.01%	252

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wealthspire Advisors (New York)'s SPGI Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its S&P Global (SPGI) stake by 65% in Q1 2026, selling an estimated $571K and leaving 662 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #745.

Wealthspire Advisors (New York) first reported a position in SPGI in Q4 2018 and has held it in 21 quarters since. The position peaked at $1.22M in Q1 2021. 2,110 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Wealthspire Advisors (New York) held 662 shares of S&P Global worth $282K as of Q1 2026.
Wealthspire Advisors (New York) sold 1,229 S&P Global shares in Q1 2026, an estimated $571K.
S&P Global made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #745 holding.
Wealthspire Advisors (New York) first reported a position in S&P Global in Q4 2018 and has held it in 21 quarters since.
Wealthspire Advisors (New York)'s S&P Global position peaked at $1.22M in Q1 2021.
2,110 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.