WPA
SPGI icon

Wealth Preservation Advisors’s S&P Global SPGI Stock Holding History

Wealth Preservation 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 		$55.3K Buy
130
+129
+12,900% +$59.9K 0.05% 156
2025
Q4 		$523 Sell
1
-31
-97% -$15.3K ﹤0.01% 576
2025
Q3 		$15.6K Buy
32
+31
+3,100% +$16.6K 0.01% 265
2025
Q2 		$527 Hold
1
– – ﹤0.01% 552
2025
Q1 		$508 Buy
+1
New +$511 ﹤0.01% 532

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

Wealth Preservation Advisors's SPGI Position: Q1 2026 in Review

Wealth Preservation Advisors increased its S&P Global (SPGI) stake by 12,900% in Q1 2026, buying an estimated $59.9K and bringing the position to 130 shares worth $55.3K. The position accounts for 0.05% of the portfolio, ranked #156.

Wealth Preservation Advisors first reported a position in SPGI in Q1 2025 and has held it in 5 quarters since. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Wealth Preservation Advisors held 130 shares of S&P Global worth $55.3K as of Q1 2026.
  • Wealth Preservation Advisors bought 129 S&P Global shares in Q1 2026, an estimated $59.9K.
  • S&P Global made up 0.05% of Wealth Preservation Advisors's portfolio in Q1 2026, its #156 holding.
  • Wealth Preservation Advisors first reported a position in S&P Global in Q1 2025 and has held it in 5 quarters since.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.