AWA
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Arete Wealth Advisors’s S&P Global SPGI Stock Holding History

Arete Wealth Advisors’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 		– Sell
-886
Closed -$463K – 683
2025
Q4 		$463K Sell
886
-71
-7% -$35.1K 0.03% 467
2025
Q3 		$466K Buy
957
+8
+0.8% +$4.28K 0.03% 464
2025
Q2 		$500K Sell
949
-367
-28% -$183K 0.04% 409
2025
Q1 		$668K Buy
1,316
+792
+151% +$405K 0.05% 316
2024
Q4 		$261K Buy
524
+63
+14% +$32K 0.02% 608
2024
Q3 		$237K Sell
461
-49
-10% -$24.3K 0.02% 597
2024
Q2 		$227K Buy
+510
New +$219K 0.02% 621
2024
Q1 		– Sell
-485
Closed -$214K – 681
2023
Q4 		$214K Buy
+485
New +$191K 0.02% 657
2023
Q2 		– Sell
-819
Closed -$282K – 744
2023
Q1 		$282K Sell
819
-360
-31% -$127K 0.02% 488
2022
Q4 		$395M Sell
1,179
-337
-22% -$111K 0.03% 379
2022
Q3 		$463K Buy
1,516
+115
+8% +$41.1K 0.05% 312
2022
Q2 		$472K Buy
1,401
+137
+11% +$48.8K 0.05% 253
2022
Q1 		$518K Buy
1,264
+69
+6% +$28.1K 0.04% 275
2021
Q4 		$558K Buy
1,195
+68
+6% +$31.1K 0.05% 269
2021
Q3 		$479K Buy
1,127
+44
+4% +$19.1K 0.05% 264
2021
Q2 		$266K Hold
1,083
– – 0.04% 285
2021
Q1 		$382K Buy
1,083
+79
+8% +$26.3K 0.05% 281
2020
Q4 		$332K Buy
1,004
+84
+9% +$28.3K 0.05% 294
2020
Q3 		$334K Buy
920
+300
+48% +$106K 0.05% 275
2020
Q2 		$204K Buy
+620
New +$186K 0.04% 347

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

Arete Wealth Advisors's SPGI Position: Q1 2026 in Review

Arete Wealth Advisors sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 886 shares — an estimated $463K sold.

Arete Wealth Advisors first reported a position in SPGI in Q2 2020 and held it in 20 quarters. The position peaked at $395M in Q4 2022. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Arete Wealth Advisors reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 886 S&P Global shares in Q1 2026, an estimated $463K.
  • Arete Wealth Advisors first reported a position in S&P Global in Q2 2020 and held it in 20 quarters.
  • Arete Wealth Advisors's S&P Global position peaked at $395M in Q4 2022.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.