WLIM
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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
Q2 		$242K Sell
595
-5
-0.8% -$2.11K 0.03% 139
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
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 $3.38T AUM 44.17% 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

White Lighthouse Investment Management's SPGI Position: Q2 2026 in Review

White Lighthouse Investment Management reduced its S&P Global (SPGI) stake by 0.83% in Q2 2026, selling an estimated $2.11K and leaving 595 shares worth $242K. The position accounts for 0.03% of the portfolio, ranked #139.

White Lighthouse Investment Management first reported a position in SPGI in Q4 2024 and has held it in 7 quarters since. The position peaked at $320K in Q4 2025. 2,027 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • White Lighthouse Investment Management held 595 shares of S&P Global worth $242K as of Q2 2026.
  • White Lighthouse Investment Management sold 5 S&P Global shares in Q2 2026, an estimated $2.11K.
  • S&P Global made up 0.03% of White Lighthouse Investment Management's portfolio in Q2 2026, its #139 holding.
  • White Lighthouse Investment Management first reported a position in S&P Global in Q4 2024 and has held it in 7 quarters since.
  • White Lighthouse Investment Management's S&P Global position peaked at $320K in Q4 2025.
  • 2,027 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.