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

Quadcap 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	$1.04M	Sell	2,454 -1,361	-36%	-$632K	0.12%	155
2025 Q4	$1.99M	Sell	3,815 -120	-3%	-$59.4K	0.23%	90
2025 Q3	$1.92M	Sell	3,935 -125	-3%	-$66.9K	0.23%	92
2025 Q2	$2.14M	Sell	4,060 -39	-1%	-$19.5K	0.27%	73
2025 Q1	$2.08M	Sell	4,099 -80	-2%	-$40.9K	0.3%	70
2024 Q4	$2.08M	Buy	4,179 +3	+0.1%	+$1.52K	0.31%	67
2024 Q3	$2.16M	Sell	4,176 -154	-4%	-$76.2K	0.34%	65
2024 Q2	$1.93M	Buy	4,330 +901	+26%	+$387K	0.35%	60
2024 Q1	$1.46M	Sell	3,429 -215	-6%	-$93.2K	0.33%	65
2023 Q4	$1.61M	Buy	+3,644	New	+$1.44M	0.42%	60

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

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

Quadcap Wealth Management reduced its S&P Global (SPGI) stake by 36% in Q1 2026, selling an estimated $632K and leaving 2,454 shares worth $1.04M. The position accounts for 0.12% of the portfolio, ranked #155.

Quadcap Wealth Management first reported a position in SPGI in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.16M in Q3 2024. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Quadcap Wealth Management held 2,454 shares of S&P Global worth $1.04M as of Q1 2026.
Quadcap Wealth Management sold 1,361 S&P Global shares in Q1 2026, an estimated $632K.
S&P Global made up 0.12% of Quadcap Wealth Management's portfolio in Q1 2026, its #155 holding.
Quadcap Wealth Management first reported a position in S&P Global in Q4 2023 and has held it in 10 quarters since.
Quadcap Wealth Management's S&P Global position peaked at $2.16M in Q3 2024.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

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