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Wedbush Fund Advisers’s S&P Global SPGI Stock Holding History

Wedbush Fund Advisers’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 		$20.4K Sell
50
-31
-38% -$13.1K ﹤0.01% 74
2026
Q1 		$34.5K Buy
+81
New +$37.6K ﹤0.01% 36

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

Wedbush Fund Advisers's SPGI Position: Q2 2026 in Review

Wedbush Fund Advisers reduced its S&P Global (SPGI) stake by 38% in Q2 2026, selling an estimated $13.1K and leaving 50 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #74.

Wedbush Fund Advisers first reported a position in SPGI in Q1 2026 and has held it in 2 quarters since. The position peaked at $34.5K in Q1 2026. 1,981 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Wedbush Fund Advisers held 50 shares of S&P Global worth $20.4K as of Q2 2026.
  • Wedbush Fund Advisers sold 31 S&P Global shares in Q2 2026, an estimated $13.1K.
  • S&P Global made up ﹤0.01% of Wedbush Fund Advisers's portfolio in Q2 2026, its #74 holding.
  • Wedbush Fund Advisers first reported a position in S&P Global in Q1 2026 and has held it in 2 quarters since.
  • Wedbush Fund Advisers's S&P Global position peaked at $34.5K in Q1 2026.
  • 1,981 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Wedbush Fund Advisers's 13F filing for Q2 2026, filed 14 Aug 2026.