White Lighthouse Investment Management’s S&P Global SPGI Stock Holding History

White Lighthouse Investment Management’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 Q1	$255K	Sell	600 -13	-2%	-$6.04K	0.04%	134
2025 Q4	$320K	Hold	613	–	–	0.04%	123
2025 Q3	$298K	Buy	613 +108	+21%	+$57.8K	0.05%	116
2025 Q2	$266K	Sell	505 -50	-9%	-$25K	0.04%	119
2025 Q1	$282K	Hold	555	–	–	0.05%	114
2024 Q4	$276K	Buy	+555	New	+$282K	0.05%	115

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

White Lighthouse Investment Management's SPGI Position: Q1 2026 in Review

White Lighthouse Investment Management reduced its S&P Global (SPGI) stake by 2.1% in Q1 2026, selling an estimated $6.04K and leaving 600 shares worth $255K. The position accounts for 0.04% of the portfolio, ranked #134.

White Lighthouse Investment Management first reported a position in SPGI in Q4 2024 and has held it in 6 quarters since. The position peaked at $320K in Q4 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

White Lighthouse Investment Management held 600 shares of S&P Global worth $255K as of Q1 2026.
White Lighthouse Investment Management sold 13 S&P Global shares in Q1 2026, an estimated $6.04K.
S&P Global made up 0.04% of White Lighthouse Investment Management's portfolio in Q1 2026, its #134 holding.
White Lighthouse Investment Management first reported a position in S&P Global in Q4 2024 and has held it in 6 quarters since.
White Lighthouse Investment Management's S&P Global position peaked at $320K in Q4 2025.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on White Lighthouse Investment Management's 13F filing for Q1 2026, filed 15 May 2026.