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

Quaker 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
Q2 		$90K Sell
221
-96
-30% -$40.5K 0.03% 119
2026
Q1 		$135K Buy
317
+1
+0.3% +$464 0.04% 93
2025
Q4 		$165K Buy
316
+302
+2,157% +$149K 0.05% 76
2025
Q3 		$6.81K Sell
14
-199
-93% -$107K ﹤0.01% 305
2025
Q2 		$112K Buy
+213
New +$106K 0.04% 101

Other funds holding SPGI

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Quaker Wealth Management's SPGI Position: Q2 2026 in Review

Quaker Wealth Management reduced its S&P Global (SPGI) stake by 30% in Q2 2026, selling an estimated $40.5K and leaving 221 shares worth $90K. The position accounts for 0.03% of the portfolio, ranked #119.

Quaker Wealth Management first reported a position in SPGI in Q2 2025 and has held it in 5 quarters since. The position peaked at $165K in Q4 2025. 549 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Quaker Wealth Management held 221 shares of S&P Global worth $90K as of Q2 2026.
  • Quaker Wealth Management sold 96 S&P Global shares in Q2 2026, an estimated $40.5K.
  • S&P Global made up 0.03% of Quaker Wealth Management's portfolio in Q2 2026, its #119 holding.
  • Quaker Wealth Management first reported a position in S&P Global in Q2 2025 and has held it in 5 quarters since.
  • Quaker Wealth Management's S&P Global position peaked at $165K in Q4 2025.
  • 549 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.