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

Prelude 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	$457K	Buy	1,074 +687	+178%	+$319K	0.03%	547
2025 Q4	$202K	Buy	+387	New	+$191K	0.01%	1058
2025 Q1	–	Sell	-458	Closed	-$228K	–	1500
2024 Q4	$228K	Buy	+458	New	+$232K	0.01%	932
2023 Q4	–	Sell	-737	Closed	-$269K	–	1321
2023 Q3	$269K	Buy	+737	New	+$290K	0.02%	734
2020 Q2	–	Sell	-619	Closed	-$186K	–	2233
2020 Q1	$152K	Buy	619 +55	+10%	+$15.1K	0.01%	499
2019 Q4	$154K	Sell	564 -1,335	-70%	-$347K	0.01%	936
2019 Q3	$465K	Sell	1,899 -1,618	-46%	-$404K	0.02%	536
2019 Q2	$801K	Sell	3,517 -3,172	-47%	-$693K	0.04%	400
2019 Q1	$1.41M	Buy	6,689 +5,574	+500%	+$1.08M	0.08%	260
2018 Q4	$189K	Buy	1,115 +65	+6%	+$11.6K	0.01%	747
2018 Q3	$205K	Sell	1,050 -3,496	-77%	-$722K	0.01%	756
2018 Q2	$927K	Buy	4,546 +3,436	+310%	+$679K	0.06%	350
2018 Q1	$212K	Buy	1,110 +905	+441%	+$167K	0.02%	668
2017 Q4	$35K	Sell	205 -1,746	-89%	-$285K	﹤0.01%	1014
2017 Q3	$305K	Sell	1,951 -1,054	-35%	-$160K	0.03%	514
2017 Q2	$439K	Buy	3,005 +537	+22%	+$74.6K	0.04%	357
2017 Q1	$323K	Buy	2,468 +1,248	+102%	+$155K	0.03%	418
2016 Q4	$131K	Buy	+1,220	New	+$146K	0.02%	742

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Prelude Capital Management increased its S&P Global (SPGI) stake by 178% in Q1 2026, buying an estimated $319K and bringing the position to 1,074 shares worth $457K. The position accounts for 0.03% of the portfolio, ranked #547.

Prelude Capital Management first reported a position in SPGI in Q4 2016 and has held it in 18 quarters since. The position peaked at $1.41M in Q1 2019. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Prelude Capital Management held 1,074 shares of S&P Global worth $457K as of Q1 2026.
Prelude Capital Management bought 687 S&P Global shares in Q1 2026, an estimated $319K.
S&P Global made up 0.03% of Prelude Capital Management's portfolio in Q1 2026, its #547 holding.
Prelude Capital Management first reported a position in S&P Global in Q4 2016 and has held it in 18 quarters since.
Prelude Capital Management's S&P Global position peaked at $1.41M in Q1 2019.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

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