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Whipplewood Advisors’s S&P Global SPGI Stock Holding History

Whipplewood 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 		$6.52K Sell
16
-121
-88% -$51.1K ﹤0.01% 286
2026
Q1 		$58.3K Buy
137
+134
+4,467% +$62.2K 0.03% 250
2025
Q4 		$1.57K Buy
+3
New +$1.48K ﹤0.01% 362
2025
Q3 		– Sell
-188
Closed -$99.1K – 1032
2025
Q2 		$99.1K Buy
188
+6
+3% +$2.99K 0.05% 233
2025
Q1 		$92K Sell
182
-15
-8% -$7.66K 0.05% 231
2024
Q4 		$98.1K Buy
+197
New +$100K 0.06% 233

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

Whipplewood Advisors's SPGI Position: Q2 2026 in Review

Whipplewood Advisors reduced its S&P Global (SPGI) stake by 88% in Q2 2026, selling an estimated $51.1K and leaving 16 shares worth $6.52K. The position accounts for ﹤0.01% of the portfolio, ranked #286.

Whipplewood Advisors first reported a position in SPGI in Q4 2024 and has held it in 6 quarters since. The position peaked at $99.1K in Q2 2025. 2,009 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Whipplewood Advisors held 16 shares of S&P Global worth $6.52K as of Q2 2026.
  • Whipplewood Advisors sold 121 S&P Global shares in Q2 2026, an estimated $51.1K.
  • S&P Global made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #286 holding.
  • Whipplewood Advisors first reported a position in S&P Global in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's S&P Global position peaked at $99.1K in Q2 2025.
  • 2,009 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.