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Lake Street Private Wealth’s S&P Global SPGI Stock Holding History

Lake Street Private Wealth’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
-431
Closed -$225K – 297
2025
Q4 		$225K Buy
431
+3
+0.7% +$1.48K 0.03% 253
2025
Q3 		$208K Sell
428
-6
-1% -$3.21K 0.03% 265
2025
Q2 		$229K Sell
434
-29
-6% -$14.5K 0.03% 234
2025
Q1 		$235K Buy
463
+50
+12% +$25.5K 0.04% 221
2024
Q4 		$206K Buy
413
+10
+2% +$5.07K 0.03% 236
2024
Q3 		$208K Buy
+403
New +$199K 0.03% 249
2024
Q1 		– Sell
-455
Closed -$200K – 326
2023
Q4 		$200K Buy
+455
New +$180K 0.03% 293

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 $3.37T 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
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

Lake Street Private Wealth's SPGI Position: Q1 2026 in Review

Lake Street Private Wealth sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 431 shares — an estimated $225K sold.

Lake Street Private Wealth first reported a position in SPGI in Q4 2023 and held it in 7 quarters. The position peaked at $235K in Q1 2025. 2,119 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Lake Street Private Wealth reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • Lake Street Private Wealth sold 431 S&P Global shares in Q1 2026, an estimated $225K.
  • Lake Street Private Wealth first reported a position in S&P Global in Q4 2023 and held it in 7 quarters.
  • Lake Street Private Wealth's S&P Global position peaked at $235K in Q1 2025.
  • 2,119 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Lake Street Private Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.