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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

SPGI holding history

S&P Global Inc. in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPGI overviewAll 13F holders of SPGIFull Q2 2026 holdings

Shares (Q2 2026)
9,992
Value
$4.07M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SPGI by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,992$4.07M<0.1%−2,444−19.7%ReducedHolders
Q1 202612,436$5.29M<0.1%−636−4.9%ReducedHolders
Q4 202513,072$6.83M0.1%+166+1.3%AddedHolders
Q3 202512,906$6.28M0.1%−3,739−22.5%ReducedHolders
Q2 202516,645$8.78M0.1%+839+5.3%AddedHolders
Q1 202515,806$8.03M0.1%+3,193+25.3%AddedHolders
Q4 202412,613$6.28M0.1%−88−0.7%ReducedHolders
Q3 202412,701$6.56M0.1%+3,438+37.1%AddedHolders
Q2 20249,263$4.13M0.1%+2,020+27.9%AddedHolders
Q1 20247,243$3.10M0.2%+24+0.3%AddedHolders
Q4 20237,219$3.18M0.2%+394+5.8%AddedHolders
Q3 20236,825$2.49M0.2%+17+0.2%AddedHolders
Q2 20236,808$2.73M0.2%+866+14.6%AddedHolders
Q1 20235,942$2.05M0.1%+52+0.9%AddedHolders
Q4 20225,890$1.97M0.2%−85−1.4%ReducedHolders
Q3 20225,975$1.82M0.2%+43+0.7%AddedHolders
Q2 20225,932$2.00M0.2%00.0%UnchangedHolders
Q1 20225,932$2.43M0.2%+373+6.7%AddedHolders
Q4 20215,559$2.62M0.2%−514−8.5%ReducedHolders
Q3 20216,073$2.58M0.2%+16+0.3%AddedHolders
Q2 20216,057$2.49M0.2%+1,331+28.2%AddedHolders
Q1 20214,726$1.67M0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.