Compass Ion Advisors’s S&P Global SPGI Stock Holding History

Compass Ion 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	$323K	Buy	759 +155	+26%	+$72K	0.03%	219
2025 Q4	$316K	Sell	604 -18	-3%	-$8.91K	0.03%	213
2025 Q3	$303K	Sell	622 -3	-0.5%	-$1.61K	0.03%	225
2025 Q2	$330K	Hold	625	–	–	0.04%	203
2025 Q1	$318K	Buy	625 +9	+1%	+$4.6K	0.04%	202
2024 Q4	$307K	Hold	616	–	–	0.04%	204
2024 Q3	$318K	Buy	616 +9	+1%	+$4.45K	0.04%	202
2024 Q2	$258K	Hold	607	–	–	0.04%	201
2024 Q1	$258K	Sell	607 -38	-6%	-$16.5K	0.04%	201
2023 Q4	$284K	Sell	645 -23	-3%	-$9.08K	0.04%	194
2023 Q3	$244K	Buy	+668	New	+$263K	0.04%	203

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

Compass Ion Advisors's SPGI Position: Q1 2026 in Review

Compass Ion Advisors increased its S&P Global (SPGI) stake by 26% in Q1 2026, buying an estimated $72K and bringing the position to 759 shares worth $323K. The position accounts for 0.03% of the portfolio, ranked #219.

Compass Ion Advisors first reported a position in SPGI in Q3 2023 and has held it in 11 quarters since. The position peaked at $330K in Q2 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Compass Ion Advisors held 759 shares of S&P Global worth $323K as of Q1 2026.
Compass Ion Advisors bought 155 S&P Global shares in Q1 2026, an estimated $72K.
S&P Global made up 0.03% of Compass Ion Advisors's portfolio in Q1 2026, its #219 holding.
Compass Ion Advisors first reported a position in S&P Global in Q3 2023 and has held it in 11 quarters since.
Compass Ion Advisors's S&P Global position peaked at $330K in Q2 2025.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Compass Ion Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.