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Credential Qtrade Securities’s S&P Global SPGI Stock Holding History

Credential Qtrade Securities’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
2024
Q1 		$7.75M Sell
18,209
-1,167
-6% -$506K 0.42% 40
2023
Q4 		$8.54M Sell
19,376
-846
-4% -$334K 0.51% 37
2023
Q3 		$7.39M Sell
20,222
-1,157
-5% -$455K 0.49% 38
2023
Q2 		$8.57M Sell
21,379
-951
-4% -$347K 0.54% 38
2023
Q1 		$7.7M Sell
22,330
-158
-0.7% -$55.6K 0.51% 38
2022
Q4 		$7.53M Sell
22,488
-120
-0.5% -$39.6K 0.54% 39
2022
Q3 		$6.9M Sell
22,608
-154
-0.7% -$55.1K 0.54% 42
2022
Q2 		$7.67M Buy
22,762
+141
+0.6% +$50.3K 0.55% 40
2022
Q1 		$9.28M Buy
22,621
+1,434
+7% +$584K 0.59% 37
2021
Q4 		$10M Buy
21,187
+1,048
+5% +$479K 0.68% 35
2021
Q3 		$8.56M Buy
20,139
+1,360
+7% +$589K 0.66% 32
2021
Q2 		$7.71M Buy
18,779
+2,285
+14% +$878K 0.61% 33
2021
Q1 		$5.82M Buy
16,494
+426
+3% +$142K 0.52% 36
2020
Q4 		$5.28M Buy
16,068
+4,216
+36% +$1.42M 0.55% 33
2020
Q3 		$4.27M Buy
11,852
+2,318
+24% +$818K 0.49% 34
2020
Q2 		$3.14M Buy
9,534
+797
+9% +$240K 0.41% 36
2020
Q1 		$2.14M Buy
8,737
+1,367
+19% +$375K 0.35% 41
2019
Q4 		$2.01M Buy
7,370
+916
+14% +$238K 0.27% 52
2019
Q3 		$1.58M Buy
6,454
+1,587
+33% +$397K 0.24% 57
2019
Q2 		$1.11M Buy
4,867
+1,687
+53% +$368K 0.18% 76
2019
Q1 		$670K Buy
3,180
+2,354
+285% +$456K 0.12% 108
2018
Q4 		$140K Buy
826
+77
+10% +$13.8K 0.03% 169
2018
Q3 		$146K Buy
+749
New +$155K 0.03% 179

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Credential Qtrade Securities's SPGI Position: Q1 2024 in Review

Credential Qtrade Securities reduced its S&P Global (SPGI) stake by 6% in Q1 2024, selling an estimated $506K and leaving 18,209 shares worth $7.75M. The position accounts for 0.42% of the portfolio, ranked #40.

Credential Qtrade Securities first reported a position in SPGI in Q3 2018 and has held it in 23 quarters since. The position peaked at $10M in Q4 2021. 1,834 funds tracked by Wall St. Rank hold SPGI as of Q1 2024.

  • Credential Qtrade Securities held 18,209 shares of S&P Global worth $7.75M as of Q1 2024.
  • Credential Qtrade Securities sold 1,167 S&P Global shares in Q1 2024, an estimated $506K.
  • S&P Global made up 0.42% of Credential Qtrade Securities's portfolio in Q1 2024, its #40 holding.
  • Credential Qtrade Securities first reported a position in S&P Global in Q3 2018 and has held it in 23 quarters since.
  • Credential Qtrade Securities's S&P Global position peaked at $10M in Q4 2021.
  • 1,834 funds tracked by Wall St. Rank held S&P Global as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.