Quaker Wealth Management
SPGI icon

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
Q3 		$7.5K Sell
19
-202
-91% -$85.5K ﹤0.01% 312
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Quaker Wealth Management's SPGI Position: Q3 2026 in Review

Quaker Wealth Management reduced its S&P Global (SPGI) stake by 91% in Q3 2026, selling an estimated $85.5K and leaving 19 shares worth $7.5K. The position accounts for ﹤0.01% of the portfolio, ranked #312.

Quaker Wealth Management first reported a position in SPGI in Q2 2025 and has held it in 6 quarters since. The position peaked at $165K in Q4 2025. 1,683 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Quaker Wealth Management held 19 shares of S&P Global worth $7.5K as of Q3 2026.
  • Quaker Wealth Management sold 202 S&P Global shares in Q3 2026, an estimated $85.5K.
  • S&P Global made up ﹤0.01% of Quaker Wealth Management's portfolio in Q3 2026, its #312 holding.
  • Quaker Wealth Management first reported a position in S&P Global in Q2 2025 and has held it in 6 quarters since.
  • Quaker Wealth Management's S&P Global position peaked at $165K in Q4 2025.
  • 1,683 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Quaker Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.