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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
Q2 		$1.43M Buy
3,514
+2,852
+431% +$1.2M 0.01% 487
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
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 $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s SPGI Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its S&P Global (SPGI) stake by 431% in Q2 2026, buying an estimated $1.2M and bringing the position to 3,514 shares worth $1.43M. The position accounts for 0.01% of the portfolio, ranked #487.

Wealthspire Advisors (New York) first reported a position in SPGI in Q4 2018 and has held it in 22 quarters since. 2,027 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Wealthspire Advisors (New York) held 3,514 shares of S&P Global worth $1.43M as of Q2 2026.
  • Wealthspire Advisors (New York) bought 2,852 S&P Global shares in Q2 2026, an estimated $1.2M.
  • S&P Global made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #487 holding.
  • Wealthspire Advisors (New York) first reported a position in S&P Global in Q4 2018 and has held it in 22 quarters since.
  • 2,027 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.