WMA
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West Michigan Advisors’s S&P Global SPGI Stock Holding History

West Michigan Advisors’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 		$469K Sell
1,152
-92
-7% -$38.9K 0.09% 185
2026
Q1 		$529K Buy
1,244
+312
+33% +$145K 0.12% 176
2025
Q4 		$487K Buy
932
+7
+0.8% +$3.46K 0.11% 167
2025
Q3 		$450K Sell
925
-14
-1% -$7.5K 0.11% 157
2025
Q2 		$495K Sell
939
-4
-0.4% -$2K 0.14% 114
2025
Q1 		$479K Sell
943
-36
-4% -$18.4K 0.16% 106
2024
Q4 		$488K Buy
979
+1
+0.1% +$507 0.15% 108
2024
Q3 		$505K Sell
978
-33
-3% -$16.3K 0.15% 108
2024
Q2 		$451K Sell
1,011
-32
-3% -$13.7K 0.14% 110
2024
Q1 		$444K Sell
1,043
-17
-2% -$7.37K 0.14% 103
2023
Q4 		$467K Buy
1,060
+41
+4% +$16.2K 0.18% 84
2023
Q3 		$372K Sell
1,019
-12
-1% -$4.72K 0.2% 94
2023
Q2 		$413K Sell
1,031
-54
-5% -$19.7K 0.17% 126
2023
Q1 		$374K Buy
1,085
+38
+4% +$13.4K 0.21% 90
2022
Q4 		$351K Buy
1,047
+4
+0.4% +$1.32K 0.26% 71
2022
Q3 		$319K Sell
1,043
-9
-0.9% -$3.22K 0.28% 72
2022
Q2 		$355K Buy
1,052
+90
+9% +$32.1K 0.3% 70
2022
Q1 		$395K Buy
962
+267
+38% +$109K 0.27% 70
2021
Q4 		$328K Buy
+695
New +$318K 0.24% 78

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

West Michigan Advisors's SPGI Position: Q2 2026 in Review

West Michigan Advisors reduced its S&P Global (SPGI) stake by 7.4% in Q2 2026, selling an estimated $38.9K and leaving 1,152 shares worth $469K. The position accounts for 0.09% of the portfolio, ranked #185.

West Michigan Advisors first reported a position in SPGI in Q4 2021 and has held it in 19 quarters since. The position peaked at $529K in Q1 2026. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • West Michigan Advisors held 1,152 shares of S&P Global worth $469K as of Q2 2026.
  • West Michigan Advisors sold 92 S&P Global shares in Q2 2026, an estimated $38.9K.
  • S&P Global made up 0.09% of West Michigan Advisors's portfolio in Q2 2026, its #185 holding.
  • West Michigan Advisors first reported a position in S&P Global in Q4 2021 and has held it in 19 quarters since.
  • West Michigan Advisors's S&P Global position peaked at $529K in Q1 2026.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.