QPWM
SPGI icon

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

Quadrant Private 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 		– Sell
-497
Closed -$260K – 302
2025
Q4 		$260K Buy
+497
New +$246K 0.04% 236

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

Quadrant Private Wealth Management's SPGI Position: Q1 2026 in Review

Quadrant Private Wealth Management sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 497 shares — an estimated $260K sold.

Quadrant Private Wealth Management first reported a position in SPGI in Q4 2025 and held it in 1 quarter. The position peaked at $260K in Q4 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Quadrant Private Wealth Management reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • Quadrant Private Wealth Management sold 497 S&P Global shares in Q1 2026, an estimated $260K.
  • Quadrant Private Wealth Management first reported a position in S&P Global in Q4 2025 and held it in 1 quarter.
  • Quadrant Private Wealth Management's S&P Global position peaked at $260K in Q4 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.