CAWM
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Capital A Wealth Management’s S&P Global SPGI Stock Holding History

Capital A 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
2025
Q2 		$38.8K Sell
88
-1,015
-92% -$507K 0.43% 74
2025
Q1 		$560K Sell
1,103
-2
-0.2% -$1.02K 0.59% 21
2024
Q4 		$550K Buy
+1,105
New +$561K 0.91% 26

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Capital A Wealth Management's SPGI Position: Q2 2025 in Review

Capital A Wealth Management reduced its S&P Global (SPGI) stake by 92% in Q2 2025, selling an estimated $507K and leaving 88 shares worth $38.8K. The position accounts for 0.43% of the portfolio, ranked #74.

Capital A Wealth Management first reported a position in SPGI in Q4 2024 and has held it in 3 quarters since. The position peaked at $560K in Q1 2025. 2,062 funds tracked by Wall St. Rank hold SPGI as of Q2 2025.

  • Capital A Wealth Management held 88 shares of S&P Global worth $38.8K as of Q2 2025.
  • Capital A Wealth Management sold 1,015 S&P Global shares in Q2 2025, an estimated $507K.
  • S&P Global made up 0.43% of Capital A Wealth Management's portfolio in Q2 2025, its #74 holding.
  • Capital A Wealth Management first reported a position in S&P Global in Q4 2024 and has held it in 3 quarters since.
  • Capital A Wealth Management's S&P Global position peaked at $560K in Q1 2025.
  • 2,062 funds tracked by Wall St. Rank held S&P Global as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.