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Advus Financial Partners, LLC’s S&P Global SPGI Stock Holding History

Advus Financial Partners, 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 		$277K Buy
681
+35
+5% +$14.8K 0.06% 205
2026
Q1 		$275K Buy
646
+26
+4% +$12.1K 0.07% 195
2025
Q4 		$324K Sell
620
-69
-10% -$34.1K 0.08% 176
2025
Q3 		$335K Sell
689
-19
-3% -$10.2K 0.08% 182
2025
Q2 		$373K Buy
708
+67
+10% +$33.4K 0.1% 160
2025
Q1 		$326K Sell
641
-46
-7% -$23.5K 0.09% 162
2024
Q4 		$342K Buy
687
+64
+10% +$32.5K 0.1% 145
2024
Q3 		$322K Hold
623
– – 0.09% 149
2024
Q2 		$278K Buy
623
+51
+9% +$21.9K 0.08% 155
2024
Q1 		$243K Buy
572
+23
+4% +$9.97K 0.08% 173
2023
Q4 		$242K Buy
+549
New +$217K 0.08% 155

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

Advus Financial Partners, LLC's SPGI Position: Q2 2026 in Review

Advus Financial Partners, LLC increased its S&P Global (SPGI) stake by 5.4% in Q2 2026, buying an estimated $14.8K and bringing the position to 681 shares worth $277K. The position accounts for 0.06% of the portfolio, ranked #205.

Advus Financial Partners, LLC first reported a position in SPGI in Q4 2023 and has held it in 11 quarters since. The position peaked at $373K in Q2 2025. 2,014 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Advus Financial Partners, LLC held 681 shares of S&P Global worth $277K as of Q2 2026.
  • Advus Financial Partners, LLC bought 35 S&P Global shares in Q2 2026, an estimated $14.8K.
  • S&P Global made up 0.06% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #205 holding.
  • Advus Financial Partners, LLC first reported a position in S&P Global in Q4 2023 and has held it in 11 quarters since.
  • Advus Financial Partners, LLC's S&P Global position peaked at $373K in Q2 2025.
  • 2,014 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.