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U.S. Capital Wealth Advisors’s S&P Global SPGI Stock Holding History

U.S. Capital Wealth Advisors’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 		$614K Buy
1,444
+136
+10% +$63.1K 0.02% 635
2025
Q4 		$684K Sell
1,308
-240
-16% -$119K 0.02% 580
2025
Q3 		$753K Buy
1,548
+22
+1% +$11.8K 0.02% 534
2025
Q2 		$804K Buy
1,526
+42
+3% +$21K 0.02% 483
2025
Q1 		$754K Buy
1,484
+680
+85% +$347K 0.02% 484
2024
Q4 		$400K Buy
804
+206
+34% +$105K 0.01% 610
2024
Q3 		$309K Sell
598
-130
-18% -$64.3K 0.01% 578
2024
Q2 		$325K Buy
728
+21
+3% +$9.01K 0.01% 552
2024
Q1 		$301K Sell
707
-478
-40% -$207K 0.01% 568
2023
Q4 		$522K Sell
1,185
-6
-0.5% -$2.37K 0.02% 446
2023
Q3 		$435K Sell
1,191
-48
-4% -$18.9K 0.02% 457
2023
Q2 		$497K Hold
1,239
– – 0.02% 442
2023
Q1 		$427K Buy
1,239
+224
+22% +$78.8K 0.02% 462
2022
Q4 		$340K Buy
1,015
+122
+14% +$40.2K 0.02% 512
2022
Q3 		$273K Buy
893
+50
+6% +$17.9K 0.01% 535
2022
Q2 		$284K Buy
843
+11
+1% +$3.92K 0.01% 567
2022
Q1 		$341K Buy
832
+132
+19% +$53.8K 0.01% 578
2021
Q4 		$330K Buy
700
+49
+8% +$22.4K 0.01% 583
2021
Q3 		$277K Buy
+651
New +$282K 0.01% 626

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

U.S. Capital Wealth Advisors's SPGI Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its S&P Global (SPGI) stake by 10% in Q1 2026, buying an estimated $63.1K and bringing the position to 1,444 shares worth $614K. The position accounts for 0.02% of the portfolio, ranked #635.

U.S. Capital Wealth Advisors first reported a position in SPGI in Q3 2021 and has held it in 19 quarters since. The position peaked at $804K in Q2 2025. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • U.S. Capital Wealth Advisors held 1,444 shares of S&P Global worth $614K as of Q1 2026.
  • U.S. Capital Wealth Advisors bought 136 S&P Global shares in Q1 2026, an estimated $63.1K.
  • S&P Global made up 0.02% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #635 holding.
  • U.S. Capital Wealth Advisors first reported a position in S&P Global in Q3 2021 and has held it in 19 quarters since.
  • U.S. Capital Wealth Advisors's S&P Global position peaked at $804K in Q2 2025.
  • 2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.