Callan Family Office’s S&P Global SPGI Stock Holding History

Callan Family Office’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 Q3	$16.3M	Sell
2025 Q2	$18.1M	Buy
2025 Q1	$10.7M	Buy
2024 Q4	$9.33M	Buy
2024 Q3	$481K	Buy
2024 Q2	$229K	Buy
2024 Q1	–	Sell
2023 Q4	$210K	Buy
2023 Q2	–	Sell
2023 Q1	$244K	Buy
2022 Q4	$226K	Buy