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

Whalen 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 Q1	–	Sell	-1,432	Closed	-$748K	–	222
2025 Q4	$748K	Buy	1,432 +650	+83%	+$322K	0.4%	67
2025 Q3	$380K	Sell	782 -172	-18%	-$92.1K	0.22%	111
2025 Q2	$503K	Buy	+954	New	+$476K	0.32%	95
2025 Q1	–	Sell	-1,390	Closed	-$692K	–	171
2024 Q4	$692K	Buy	+1,390	New	+$705K	0.48%	40
2024 Q2	–	Sell	-504	Closed	-$214K	–	134
2024 Q1	$214K	Buy	+504	New	+$218K	0.16%	105

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

Whalen Wealth Management's SPGI Position: Q1 2026 in Review

Whalen Wealth Management sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 1,432 shares — an estimated $748K sold.

Whalen Wealth Management first reported a position in SPGI in Q1 2024 and held it in 5 quarters. The position peaked at $748K in Q4 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Whalen Wealth Management reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
Whalen Wealth Management sold 1,432 S&P Global shares in Q1 2026, an estimated $748K.
Whalen Wealth Management first reported a position in S&P Global in Q1 2024 and held it in 5 quarters.
Whalen Wealth Management's S&P Global position peaked at $748K in Q4 2025.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.