Wedbush Securities’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
$2.67M Buy
6,544
+650
+11% +$274K 0.07% 220
2026
Q1
$2.51M Buy
5,894
+1,206
+26% +$560K 0.07% 218
2025
Q4
$2.45M Buy
4,688
+743
+19% +$368K 0.07% 216
2025
Q3
$1.92M Buy
3,945
+1,518
+63% +$813K 0.06% 241
2025
Q2
$1.28M Buy
2,427
+277
+13% +$138K 0.04% 342
2025
Q1
$1.09M Sell
2,150
-178
-8% -$91K 0.04% 370
2024
Q4
$1.16M Sell
2,328
-50
-2% -$25.4K 0.04% 338
2024
Q3
$1.23M Sell
2,378
-289
-11% -$143K 0.05% 316
2024
Q2
$1.19M Sell
2,667
-1,671
-39% -$717K 0.04% 326
2024
Q1
$1.84M Buy
4,338
+217
+5% +$94.1K 0.07% 228
2023
Q4
$1.81M Sell
4,121
-203
-5% -$80.1K 0.08% 180
2023
Q3
$1.58M Buy
4,324
+192
+5% +$75.5K 0.08% 194
2023
Q2
$1.66M Buy
4,132
+50
+1% +$18.3K 0.08% 192
2023
Q1
$1.41M Buy
4,082
+208
+5% +$73.2K 0.07% 227
2022
Q4
$1.3M Sell
3,874
-63
-2% -$20.8K 0.07% 238
2022
Q3
$1.2M Sell
3,937
-86
-2% -$30.8K 0.07% 236
2022
Q2
$1.36M Buy
4,023
+898
+29% +$320K 0.07% 221
2022
Q1
$1.28M Buy
3,125
+1,513
+94% +$616K 0.06% 280
2021
Q4
$761K Sell
1,612
-491
-23% -$225K 0.03% 461
2021
Q3
$894K Sell
2,103
-1,282
-38% -$556K 0.04% 390
2021
Q2
$1.39M Sell
3,385
-6
-0.2% -$2.31K 0.07% 277
2021
Q1
$1.2M Buy
+3,391
New +$1.13M 0.07% 276
2020
Q2
Sell
-2,401
Closed -$588K 1007
2020
Q1
$588K Sell
2,401
-34
-1% -$9.33K 0.07% 308
2019
Q4
$665K Buy
2,435
+53
+2% +$13.8K 0.06% 369
2019
Q3
$584K Sell
2,382
-5
-0.2% -$1.25K 0.06% 388
2019
Q2
$544K Buy
2,387
+19
+0.8% +$4.15K 0.05% 396
2019
Q1
$499K Buy
2,368
+171
+8% +$33.1K 0.05% 405
2018
Q4
$373K Buy
2,197
+79
+4% +$14.2K 0.05% 458
2018
Q3
$414K Buy
2,118
+94
+5% +$19.4K 0.05% 467
2018
Q2
$413K Hold
2,024
0.05% 439
2018
Q1
$387K Buy
2,024
+7
+0.3% +$1.29K 0.05% 440
2017
Q4
$342K Hold
2,017
0.04% 502
2017
Q3
$315K Buy
2,017
+5
+0.2% +$760 0.04% 529
2017
Q2
$294K Buy
2,012
+6
+0.3% +$833 0.04% 550
2017
Q1
$262K Sell
2,006
-105
-5% -$13.1K 0.04% 584
2016
Q4
$227K Buy
+2,111
New +$252K 0.03% 614

Other funds holding SPGI

Wedbush Securities's SPGI Position: Q2 2026 in Review

Wedbush Securities increased its S&P Global (SPGI) stake by 11% in Q2 2026, buying an estimated $274K and bringing the position to 6,544 shares worth $2.67M. The position accounts for 0.07% of the portfolio, ranked #220.

Wedbush Securities first reported a position in SPGI in Q4 2016 and has held it in 36 quarters since. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Wedbush Securities held 6,544 shares of S&P Global worth $2.67M as of Q2 2026.
  • Wedbush Securities bought 650 S&P Global shares in Q2 2026, an estimated $274K.
  • S&P Global made up 0.07% of Wedbush Securities's portfolio in Q2 2026, its #220 holding.
  • Wedbush Securities first reported a position in S&P Global in Q4 2016 and has held it in 36 quarters since.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.