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XXI Wealth LLC’s S&P Global SPGI Stock Holding History

XXI Wealth LLC’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 		$424K Sell
1,041
-131
-11% -$55.3K 0.19% 123
2026
Q1 		$498K Sell
1,172
-274
-19% -$127K 0.28% 98
2025
Q4 		$756K Buy
+1,446
New +$715K 0.46% 57

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

XXI Wealth LLC's SPGI Position: Q2 2026 in Review

XXI Wealth LLC reduced its S&P Global (SPGI) stake by 11% in Q2 2026, selling an estimated $55.3K and leaving 1,041 shares worth $424K. The position accounts for 0.19% of the portfolio, ranked #123.

XXI Wealth LLC first reported a position in SPGI in Q4 2025 and has held it in 3 quarters since. The position peaked at $756K in Q4 2025. 2,014 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • XXI Wealth LLC held 1,041 shares of S&P Global worth $424K as of Q2 2026.
  • XXI Wealth LLC sold 131 S&P Global shares in Q2 2026, an estimated $55.3K.
  • S&P Global made up 0.19% of XXI Wealth LLC's portfolio in Q2 2026, its #123 holding.
  • XXI Wealth LLC first reported a position in S&P Global in Q4 2025 and has held it in 3 quarters since.
  • XXI Wealth LLC's S&P Global position peaked at $756K in Q4 2025.
  • 2,014 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on XXI Wealth LLC's 13F filing for Q2 2026, filed 14 Aug 2026.