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AE Wealth Management’s S&P Global SPGI Stock Holding History

AE Wealth Management’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
Q1 		$30.9M Buy
72,549
+253
+0.3% +$117K 0.17% 135
2025
Q4 		$37.8M Buy
72,296
+1,460
+2% +$722K 0.22% 103
2025
Q3 		$34.5M Buy
70,836
+1,288
+2% +$690K 0.22% 104
2025
Q2 		$36.7M Buy
69,548
+1,751
+3% +$874K 0.27% 96
2025
Q1 		$34.4M Sell
67,797
-4
-0% -$2.04K 0.29% 89
2024
Q4 		$33.8M Buy
67,801
+2,048
+3% +$1.04M 0.29% 85
2024
Q3 		$34M Buy
65,753
+3,672
+6% +$1.82M 0.31% 82
2024
Q2 		$27.7M Buy
62,081
+3,356
+6% +$1.44M 0.28% 83
2024
Q1 		$25M Sell
58,725
-31,416
-35% -$13.6M 0.28% 88
2023
Q4 		$40.3M Buy
90,141
+7,798
+9% +$3.08M 0.21% 103
2023
Q3 		$30.1M Buy
82,343
+4,397
+6% +$1.73M 0.18% 124
2023
Q2 		$31.2M Buy
77,946
+19,999
+35% +$7.31M 0.19% 116
2023
Q1 		$20M Sell
57,947
-318
-0.5% -$112K 0.13% 188
2022
Q4 		$19.5M Sell
58,265
-1,351
-2% -$445K 0.14% 173
2022
Q3 		$18.2M Sell
59,616
-372
-0.6% -$133K 0.14% 150
2022
Q2 		$20.2M Sell
59,988
-868
-1% -$309K 0.16% 155
2022
Q1 		$25M Buy
60,856
+1,995
+3% +$813K 0.17% 128
2021
Q4 		$27.8M Sell
58,861
-3,970
-6% -$1.82M 0.19% 113
2021
Q3 		$26.7M Buy
62,831
+3,473
+6% +$1.5M 0.22% 103
2021
Q2 		$24.4M Buy
59,358
+5,021
+9% +$1.93M 0.21% 110
2021
Q1 		$19.2M Buy
54,337
+29,830
+122% +$9.93M 0.19% 115
2020
Q4 		$8.06M Buy
24,507
+6,394
+35% +$2.16M 0.09% 213
2020
Q3 		$6.53M Buy
18,113
+4,397
+32% +$1.55M 0.09% 196
2020
Q2 		$4.52M Buy
13,716
+8,621
+169% +$2.59M 0.07% 234
2020
Q1 		$1.25M Buy
5,095
+2,246
+79% +$616K 0.03% 424
2019
Q4 		$778K Buy
2,849
+1,693
+146% +$440K 0.02% 587
2019
Q3 		$283K Buy
1,156
+89
+8% +$22.2K 0.01% 808
2019
Q2 		$243K Buy
+1,067
New +$233K 0.01% 834

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

AE Wealth Management's SPGI Position: Q1 2026 in Review

AE Wealth Management increased its S&P Global (SPGI) stake by 0.35% in Q1 2026, buying an estimated $117K and bringing the position to 72,549 shares worth $30.9M. The position accounts for 0.17% of the portfolio, ranked #135.

AE Wealth Management first reported a position in SPGI in Q2 2019 and has held it in 28 quarters since. The position peaked at $40.3M in Q4 2023. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • AE Wealth Management held 72,549 shares of S&P Global worth $30.9M as of Q1 2026.
  • AE Wealth Management bought 253 S&P Global shares in Q1 2026, an estimated $117K.
  • S&P Global made up 0.17% of AE Wealth Management's portfolio in Q1 2026, its #135 holding.
  • AE Wealth Management first reported a position in S&P Global in Q2 2019 and has held it in 28 quarters since.
  • AE Wealth Management's S&P Global position peaked at $40.3M in Q4 2023.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.