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Proathlete Wealth Management’s S&P Global SPGI Stock Holding History

Proathlete Wealth 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 		$850 Hold
2
– – ﹤0.01% 267
2025
Q4 		$1.04K Buy
+2
New +$990 ﹤0.01% 273
2025
Q3 		– Sell
-4
Closed -$2.11K – 312
2025
Q2 		$2.11K Buy
+4
New +$2K ﹤0.01% 201

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

Proathlete Wealth Management's SPGI Position: Q1 2026 in Review

Proathlete Wealth Management held its S&P Global (SPGI) position steady in Q1 2026 at 2 shares worth $850. The position accounts for ﹤0.01% of the portfolio, ranked #267.

Proathlete Wealth Management first reported a position in SPGI in Q2 2025 and has held it in 3 quarters since. The position peaked at $2.11K in Q2 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Proathlete Wealth Management held 2 shares of S&P Global worth $850 as of Q1 2026.
  • Proathlete Wealth Management left its S&P Global share count unchanged in Q1 2026.
  • S&P Global made up ﹤0.01% of Proathlete Wealth Management's portfolio in Q1 2026, its #267 holding.
  • Proathlete Wealth Management first reported a position in S&P Global in Q2 2025 and has held it in 3 quarters since.
  • Proathlete Wealth Management's S&P Global position peaked at $2.11K in Q2 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Proathlete Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.