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FWG Investments’s S&P Global SPGI Stock Holding History

FWG Investments’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
-385
Closed -$201K – 123
2025
Q4 		$201K Sell
385
-50
-11% -$24.7K 0.13% 109
2025
Q3 		$212K Sell
435
-117
-21% -$62.6K 0.15% 101
2025
Q2 		$291K Buy
+552
New +$275K 0.22% 83
2025
Q1 		– Sell
-618
Closed -$308K – 109
2024
Q4 		$308K Sell
618
-7
-1% -$3.55K 0.24% 94
2024
Q3 		$323K Sell
625
-27
-4% -$13.4K 0.28% 83
2024
Q2 		$291K Sell
652
-89
-12% -$38.2K 0.29% 81
2024
Q1 		$315K Sell
741
-32
-4% -$13.9K 0.34% 70
2023
Q4 		$340K Buy
+773
New +$305K 0.42% 55

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

FWG Investments's SPGI Position: Q1 2026 in Review

FWG Investments sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 385 shares — an estimated $201K sold.

FWG Investments first reported a position in SPGI in Q4 2023 and held it in 8 quarters. The position peaked at $340K in Q4 2023. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • FWG Investments reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • FWG Investments sold 385 S&P Global shares in Q1 2026, an estimated $201K.
  • FWG Investments first reported a position in S&P Global in Q4 2023 and held it in 8 quarters.
  • FWG Investments's S&P Global position peaked at $340K in Q4 2023.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on FWG Investments's 13F filing for Q1 2026, filed 21 Apr 2026.