XML Financial
SPGI icon

XML Financial’s S&P Global SPGI Stock Holding History

XML Financial’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 		$675K Buy
1,658
+716
+76% +$302K 0.05% 251
2026
Q1 		$401K Buy
942
+155
+20% +$72K 0.03% 294
2025
Q4 		$411K Sell
787
-134
-15% -$66.3K 0.03% 282
2025
Q3 		$448K Hold
921
– – 0.04% 265
2025
Q2 		$486K Buy
921
+50
+6% +$25K 0.04% 243
2025
Q1 		$443K Buy
871
+92
+12% +$47K 0.04% 239
2024
Q4 		$388K Buy
779
+56
+8% +$28.4K 0.04% 261
2024
Q3 		$374K Buy
723
+65
+10% +$32.2K 0.03% 265
2024
Q2 		$293K Buy
658
+35
+6% +$15K 0.03% 278
2024
Q1 		$265K Buy
623
+105
+20% +$45.5K 0.03% 295
2023
Q4 		$228K Buy
+518
New +$204K 0.02% 302

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

XML Financial's SPGI Position: Q2 2026 in Review

XML Financial increased its S&P Global (SPGI) stake by 76% in Q2 2026, buying an estimated $302K and bringing the position to 1,658 shares worth $675K. The position accounts for 0.05% of the portfolio, ranked #251.

XML Financial first reported a position in SPGI in Q4 2023 and has held it in 11 quarters since. 2,029 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • XML Financial held 1,658 shares of S&P Global worth $675K as of Q2 2026.
  • XML Financial bought 716 S&P Global shares in Q2 2026, an estimated $302K.
  • S&P Global made up 0.05% of XML Financial's portfolio in Q2 2026, its #251 holding.
  • XML Financial first reported a position in S&P Global in Q4 2023 and has held it in 11 quarters since.
  • 2,029 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.