IQ EQ Fund Management’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.17M | Buy |
14,498
+12,860
| +785% | +$5.97M | 0.47% | 67 |
|
|
2025
Q4 | $856K | Sell |
1,638
-43
| -3% | -$21.3K | 0.06% | 224 |
|
|
2025
Q3 | $818K | Sell |
1,681
-3,306
| -66% | -$1.77M | 0.06% | 231 |
|
|
2025
Q2 | $2.63M | Buy |
4,987
+40
| +0.8% | +$20K | 0.23% | 120 |
|
|
2025
Q1 | $2.51M | Buy |
4,947
+150
| +3% | +$76.6K | 0.3% | 93 |
|
|
2024
Q4 | $2.39M | Sell |
4,797
-733
| -13% | -$372K | 0.28% | 94 |
|
|
2024
Q3 | $2.86M | Buy |
5,530
+796
| +17% | +$394K | 0.3% | 99 |
|
|
2024
Q2 | $2.11M | Buy |
4,734
+874
| +23% | +$375K | 0.24% | 119 |
|
|
2024
Q1 | $1.64M | Hold |
3,860
| – | – | 0.19% | 140 |
|
|
2023
Q4 | $1.7M | Sell |
3,860
-58
| -1% | -$22.9K | 0.2% | 139 |
|
|
2023
Q3 | $1.43M | Sell |
3,918
-88
| -2% | -$34.6K | 0.29% | 101 |
|
|
2023
Q2 | $1.61M | Buy |
4,006
+25
| +0.6% | +$9.13K | 0.31% | 104 |
|
|
2023
Q1 | $1.37M | Sell |
3,981
-188
| -5% | -$66.2K | 0.26% | 108 |
|
|
2022
Q4 | $1.4M | Sell |
4,169
-972
| -19% | -$320K | 0.29% | 107 |
|
|
2022
Q3 | $1.57M | Sell |
5,141
-367
| -7% | -$131K | 0.35% | 103 |
|
|
2022
Q2 | $1.86M | Sell |
5,508
-432
| -7% | -$154K | 0.37% | 99 |
|
|
2022
Q1 | $2.44M | Sell |
5,940
-1,329
| -18% | -$541K | 0.4% | 89 |
|
|
2021
Q4 | $3.43M | Sell |
7,269
-1,600
| -18% | -$732K | 0.53% | 73 |
|
|
2021
Q3 | $3.77M | Buy |
8,869
+1,804
| +26% | +$782K | 0.57% | 59 |
|
|
2021
Q2 | $2.9M | Buy |
7,065
+4,688
| +197% | +$1.8M | 0.44% | 84 |
|
|
2021
Q1 | $839K | Sell |
2,377
-1,140
| -32% | -$379K | 0.15% | 158 |
|
|
2020
Q4 | $1.16M | Buy |
3,517
+100
| +3% | +$33.7K | 0.27% | 110 |
|
|
2020
Q3 | $1.23M | Sell |
3,417
-78
| -2% | -$27.5K | 0.37% | 71 |
|
|
2020
Q2 | $1.15M | Sell |
3,495
-477
| -12% | -$143K | 0.39% | 72 |
|
|
2020
Q1 | $973K | Sell |
3,972
-800
| -17% | -$219K | 0.4% | 67 |
|
|
2019
Q4 | $1.3M | Sell |
4,772
-347
| -7% | -$90.2K | 0.41% | 70 |
|
|
2019
Q3 | $1.25M | Sell |
5,119
-192
| -4% | -$48K | 0.41% | 73 |
|
|
2019
Q2 | $1.21M | Buy |
+5,311
| New | +$1.16M | 0.39% | 75 |
|
|
2018
Q4 | $3.13M | Sell |
18,433
-389
| -2% | -$69.7K | 1.15% | 29 |
|
|
2018
Q3 | $3.83M | Sell |
18,822
-2,939
| -14% | -$607K | 1.05% | 32 |
|
|
2018
Q2 | $4.44M | Buy |
+21,761
| New | +$4.3M | 1.19% | 29 |
|
|
2017
Q1 | $3.7M | Sell |
25,021
-1,703
| -6% | -$212K | 0.7% | 32 |
|
|
2016
Q4 | $3.3M | Sell |
26,724
-1,694
| -6% | -$202K | 0.6% | 33 |
|
|
2016
Q3 | $3.87M | Sell |
28,418
-3,999
| -12% | -$480K | 0.72% | 39 |
|
|
2016
Q2 | $3.79M | Buy |
+32,417
| New | +$3.48M | 0.71% | 41 |
|
Other funds holding SPGI
VCM
VPM
IQ EQ Fund Management's SPGI Position: Q1 2026 in Review
IQ EQ Fund Management increased its S&P Global (SPGI) stake by 785% in Q1 2026, buying an estimated $5.97M and bringing the position to 14,498 shares worth $6.17M. The position accounts for 0.47% of the portfolio, ranked #67.
IQ EQ Fund Management first reported a position in SPGI in Q2 2016 and has held it in 35 quarters since. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.
- IQ EQ Fund Management held 14,498 shares of S&P Global worth $6.17M as of Q1 2026.
- IQ EQ Fund Management bought 12,860 S&P Global shares in Q1 2026, an estimated $5.97M.
- S&P Global made up 0.47% of IQ EQ Fund Management's portfolio in Q1 2026, its #67 holding.
- IQ EQ Fund Management first reported a position in S&P Global in Q2 2016 and has held it in 35 quarters since.
- 2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.
Based on IQ EQ Fund Management's 13F filing for Q1 2026, filed 11 May 2026.