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Callan Capital’s S&P Global SPGI Stock Holding History

Callan Capital’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
2025
Q1 		$624K Buy
1,228
+121
+11% +$61.8K 0.05% 172
2024
Q4 		$551K Sell
1,107
-78
-7% -$39.6K 0.04% 159
2024
Q3 		$612K Buy
1,185
+101
+9% +$50K 0.04% 152
2024
Q2 		$483K Buy
1,084
+24
+2% +$10.3K 0.04% 167
2024
Q1 		$451K Buy
1,060
+18
+2% +$7.8K 0.04% 152
2023
Q4 		$459K Sell
1,042
-97
-9% -$38.3K 0.04% 132
2023
Q3 		$416K Buy
1,139
+224
+24% +$88.1K 0.04% 132
2023
Q2 		$367K Buy
915
+41
+5% +$15K 0.04% 129
2023
Q1 		$301K Hold
874
– – 0.03% 146
2022
Q4 		$293K Buy
+874
New +$288K 0.04% 147
2022
Q1 		– Sell
-568
Closed -$268K – 137
2021
Q4 		$268K Buy
+568
New +$260K 0.04% 115

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Callan Capital's SPGI Position: Q1 2025 in Review

Callan Capital increased its S&P Global (SPGI) stake by 11% in Q1 2025, buying an estimated $61.8K and bringing the position to 1,228 shares worth $624K. The position accounts for 0.05% of the portfolio, ranked #172.

Callan Capital first reported a position in SPGI in Q4 2021 and has held it in 11 quarters since. 2,079 funds tracked by Wall St. Rank hold SPGI as of Q1 2025.

  • Callan Capital held 1,228 shares of S&P Global worth $624K as of Q1 2025.
  • Callan Capital bought 121 S&P Global shares in Q1 2025, an estimated $61.8K.
  • S&P Global made up 0.05% of Callan Capital's portfolio in Q1 2025, its #172 holding.
  • Callan Capital first reported a position in S&P Global in Q4 2021 and has held it in 11 quarters since.
  • 2,079 funds tracked by Wall St. Rank held S&P Global as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.