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

SeaCrest 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 		$217K Sell
533
-265
-33% -$112K 0.02% 507
2026
Q1 		$339K Sell
798
-318
-28% -$148K 0.04% 437
2025
Q4 		$600K Buy
1,116
+49
+5% +$24.2K 0.06% 280
2025
Q3 		$515K Sell
1,067
-51
-5% -$27.3K 0.05% 303
2025
Q2 		$590K Sell
1,118
-14
-1% -$6.99K 0.06% 274
2025
Q1 		$575K Buy
1,132
+23
+2% +$11.8K 0.07% 288
2024
Q4 		$552K Buy
1,109
+69
+7% +$35K 0.06% 312
2024
Q3 		$537K Buy
1,040
+35
+3% +$17.3K 0.06% 320
2024
Q2 		$448K Buy
1,005
+56
+6% +$24K 0.05% 344
2024
Q1 		$404K Sell
949
-68
-7% -$29.5K 0.05% 360
2023
Q4 		$435K Sell
1,017
-95
-9% -$37.5K 0.05% 343
2023
Q3 		$406K Sell
1,112
-4
-0.4% -$1.57K 0.05% 358
2023
Q2 		$447K Sell
1,116
-84
-7% -$30.7K 0.06% 348
2023
Q1 		$414K Buy
1,200
+93
+8% +$32.7K 0.06% 377
2022
Q4 		$371K Sell
1,107
-15
-1% -$4.94K 0.05% 399
2022
Q3 		$343K Sell
1,122
-2
-0.2% -$716 0.05% 405
2022
Q2 		$379K Buy
1,124
+61
+6% +$21.7K 0.05% 410
2022
Q1 		$436K Buy
+1,063
New +$433K 0.05% 399
2018
Q3 		– Sell
-7
Closed -$1K – 2327
2018
Q2 		$1K Hold
7
– – ﹤0.01% 2139
2018
Q1 		$1K Hold
7
– – ﹤0.01% 2131
2017
Q4 		$1K Buy
+7
New +$1.14K ﹤0.01% 2142

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

SeaCrest Wealth Management reduced its S&P Global (SPGI) stake by 33% in Q2 2026, selling an estimated $112K and leaving 533 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #507.

SeaCrest Wealth Management first reported a position in SPGI in Q4 2017 and has held it in 21 quarters since. The position peaked at $600K in Q4 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • SeaCrest Wealth Management held 533 shares of S&P Global worth $217K as of Q2 2026.
  • SeaCrest Wealth Management sold 265 S&P Global shares in Q2 2026, an estimated $112K.
  • S&P Global made up 0.02% of SeaCrest Wealth Management's portfolio in Q2 2026, its #507 holding.
  • SeaCrest Wealth Management first reported a position in S&P Global in Q4 2017 and has held it in 21 quarters since.
  • SeaCrest Wealth Management's S&P Global position peaked at $600K in Q4 2025.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.