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GDS Wealth Management

SEC CIK
0001940869
Latest filing
Aug 13, 2026

SPGI holding history

S&P Global Inc. in every 13F filed by GDS Wealth Management, 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)
41,825
Value
$17.0M
% of portfolio
0.8%
Quarters held
18
Since Q1 2022
Holdings of SPGI by GDS Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202641,825$17.0M0.8%+4,265+11.4%AddedHolders
Q1 202637,560$16.0M1.0%+2,920+8.4%AddedHolders
Q4 202534,640$18.1M1.1%+1,325+4.0%AddedHolders
Q3 202533,315$16.2M1.1%+1,279+4.0%AddedHolders
Q2 202532,036$16.9M1.2%+1,228+4.0%AddedHolders
Q1 202530,808$15.7M1.3%+1,753+6.0%AddedHolders
Q4 202429,055$14.5M1.3%+1,697+6.2%AddedHolders
Q3 202427,358$14.1M1.4%+1,801+7.0%AddedHolders
Q2 202425,557$11.4M1.3%+2,814+12.4%AddedHolders
Q1 202422,743$9.68M1.1%+2,510+12.4%AddedHolders
Q4 202320,233$8.91M1.2%+2,752+15.7%AddedHolders
Q3 202317,481$6.39M1.0%+1,557+9.8%AddedHolders
Q2 202315,924$6.38M1.0%+511+3.3%AddedHolders
Q1 202315,413$5.31M0.9%−1,372−8.2%ReducedHolders
Q4 202216,785$5.62M1.1%−190−1.1%ReducedHolders
Q3 202216,975$5.18M1.2%−565−3.2%ReducedHolders
Q2 202217,540$5.91M1.3%+12,668+260.0%AddedHolders
Q1 20224,872$1.90M0.4%+4,872NewHolders