GCM
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Goldstream Capital Management’s S&P Global SPGI Stock Holding History

Goldstream Capital 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 		– Sell
-309
Closed -$161K – 60
2025
Q4 		$161K Hold
309
– – 0.06% 51
2025
Q3 		$150K Hold
309
– – 0.03% 48
2025
Q2 		$163K Hold
309
– – 0.05% 48
2025
Q1 		$157K Hold
309
– – 0.07% 41
2024
Q4 		$154K Hold
309
– – 0.04% 41
2024
Q3 		$160K Buy
+309
New +$153K 0.05% 48
2023
Q4 		– Sell
-282
Closed -$103K – 56
2023
Q3 		$103K Hold
282
– – 0.08% 45
2023
Q2 		$113K Sell
282
-135
-32% -$49.3K 0.08% 38
2023
Q1 		$144K Buy
+417
New +$147K 0.15% 29

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

Goldstream Capital Management's SPGI Position: Q1 2026 in Review

Goldstream Capital Management sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 309 shares — an estimated $161K sold.

Goldstream Capital Management first reported a position in SPGI in Q1 2023 and held it in 9 quarters. The position peaked at $163K in Q2 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Goldstream Capital Management reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • Goldstream Capital Management sold 309 S&P Global shares in Q1 2026, an estimated $161K.
  • Goldstream Capital Management first reported a position in S&P Global in Q1 2023 and held it in 9 quarters.
  • Goldstream Capital Management's S&P Global position peaked at $163K in Q2 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Goldstream Capital Management's 13F filing for Q1 2026, filed 15 May 2026.