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

Calamos 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 		$9.41M Sell
22,129
-6,057
-21% -$2.81M 0.32% 68
2025
Q4 		$14.7M Sell
28,186
-6,380
-18% -$3.16M 0.51% 47
2025
Q3 		$16.8M Buy
34,566
+8,416
+32% +$4.51M 0.61% 37
2025
Q2 		$13.8M Buy
26,150
+682
+3% +$340K 0.58% 42
2025
Q1 		$12.9M Buy
25,468
+1,318
+5% +$673K 0.65% 39
2024
Q4 		$12M Buy
24,150
+53
+0.2% +$26.9K 0.6% 40
2024
Q3 		$12.4M Buy
24,097
+98
+0.4% +$48.5K 0.64% 40
2024
Q2 		$10.7M Buy
23,999
+632
+3% +$271K 0.57% 43
2024
Q1 		$9.94M Buy
23,367
+225
+1% +$97.5K 0.56% 47
2023
Q4 		$10.2M Buy
23,142
+22,356
+2,844% +$8.82M 0.64% 47
2023
Q3 		$287K Buy
786
+6
+0.8% +$2.36K 0.02% 259
2023
Q2 		$313K Buy
780
+10
+1% +$3.65K 0.02% 254
2023
Q1 		$265K Sell
770
-47
-6% -$16.5K 0.02% 270
2022
Q4 		$274K Buy
817
+40
+5% +$13.2K 0.02% 273
2022
Q3 		$237K Sell
777
-829
-52% -$297K 0.02% 279
2022
Q2 		$541K Sell
1,606
-715
-31% -$255K 0.05% 194
2022
Q1 		$952K Buy
+2,321
New +$945K 0.07% 165
2020
Q3 		– Sell
-1,513
Closed -$499K – 269
2020
Q2 		$499K Buy
+1,513
New +$455K 0.06% 185
2017
Q1 		– Sell
-10,276
Closed -$1.1M – 248
2016
Q4 		$1.1M Buy
10,276
+2,506
+32% +$299K 0.18% 149
2016
Q3 		$983K Buy
+7,770
New +$933K 0.17% 150

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

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

Calamos Wealth Management reduced its S&P Global (SPGI) stake by 21% in Q1 2026, selling an estimated $2.81M and leaving 22,129 shares worth $9.41M. The position accounts for 0.32% of the portfolio, ranked #68.

Calamos Wealth Management first reported a position in SPGI in Q3 2016 and has held it in 20 quarters since. The position peaked at $16.8M in Q3 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Calamos Wealth Management held 22,129 shares of S&P Global worth $9.41M as of Q1 2026.
  • Calamos Wealth Management sold 6,057 S&P Global shares in Q1 2026, an estimated $2.81M.
  • S&P Global made up 0.32% of Calamos Wealth Management's portfolio in Q1 2026, its #68 holding.
  • Calamos Wealth Management first reported a position in S&P Global in Q3 2016 and has held it in 20 quarters since.
  • Calamos Wealth Management's S&P Global position peaked at $16.8M in Q3 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Calamos Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.