Wetzel Investment Advisors’s S&P Global SPGI Stock Holding History

Wetzel Investment 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	–	Sell	-398	Closed	-$208K	–	135
2025 Q4	$208K	Buy	+398	New	+$197K	0.08%	130
2025 Q3	–	Sell	-410	Closed	-$216K	–	135
2025 Q2	$216K	Sell	410 -25	-6%	-$12.5K	0.1%	116
2025 Q1	$221K	Sell	435 -63	-13%	-$32.2K	0.11%	110
2024 Q4	$248K	Sell	498 -5	-1%	-$2.54K	0.12%	108
2024 Q3	$260K	Buy	503 +83	+20%	+$41.1K	0.13%	105
2024 Q2	$179K	Sell	420 -84	-17%	-$36K	0.1%	123
2024 Q1	$208K	Sell	504 -6	-1%	-$2.6K	0.12%	112
2023 Q4	$225K	Buy	+510	New	+$201K	0.14%	102

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wetzel Investment Advisors's SPGI Position: Q1 2026 in Review

Wetzel Investment Advisors sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 398 shares — an estimated $208K sold.

Wetzel Investment Advisors first reported a position in SPGI in Q4 2023 and held it in 8 quarters. The position peaked at $260K in Q3 2024. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Wetzel Investment Advisors reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
Wetzel Investment Advisors sold 398 S&P Global shares in Q1 2026, an estimated $208K.
Wetzel Investment Advisors first reported a position in S&P Global in Q4 2023 and held it in 8 quarters.
Wetzel Investment Advisors's S&P Global position peaked at $260K in Q3 2024.
2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Wetzel Investment Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.