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

Cura 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
-781
Closed -$408K – 148
2025
Q4 		$408K Buy
+781
New +$386K 0.15% 74
2025
Q3 		– Sell
-382
Closed -$201K – 140
2025
Q2 		$201K Buy
+382
New +$191K 0.08% 111

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Cura Wealth Advisors sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 781 shares — an estimated $408K sold.

Cura Wealth Advisors first reported a position in SPGI in Q2 2025 and held it in 2 quarters. The position peaked at $408K in Q4 2025. 2,127 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Cura Wealth Advisors reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • Cura Wealth Advisors sold 781 S&P Global shares in Q1 2026, an estimated $408K.
  • Cura Wealth Advisors first reported a position in S&P Global in Q2 2025 and held it in 2 quarters.
  • Cura Wealth Advisors's S&P Global position peaked at $408K in Q4 2025.
  • 2,127 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Cura Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.