Compound Global Advisors’s S&P Global SPGI Stock Holding History

Compound Global 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	$42.5K	Sell	100 -22	-18%	-$10.2K	1.32%	23
2025 Q4	$63.8K	Hold	122	–	–	3.54%	10
2025 Q3	$59.4K	Hold	122	–	–	3.22%	11
2025 Q2	$64.3K	Sell	122 -379	-76%	-$189K	5.86%	9
2025 Q1	$203K	Sell	501 -460	-48%	-$235K	1.2%	35
2024 Q4	$479K	Buy	+961	New	+$488K	1.95%	20
2024 Q1	$4.62M	Sell	10,864 -2,391	-18%	-$1.04M	0.69%	38
2023 Q4	$5.84M	Hold	13,255	–	–	1.08%	35
2023 Q3	$4.84M	Buy	+13,255	New	+$5.21M	1.06%	31
2023 Q2	–	Sell	-8,414	Closed	-$2.9M	–	42
2023 Q1	$2.9M	Hold	8,414	–	–	0.74%	34
2022 Q4	$2.82M	Buy	+8,414	New	+$2.77M	0.8%	31

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

Compound Global Advisors's SPGI Position: Q1 2026 in Review

Compound Global Advisors reduced its S&P Global (SPGI) stake by 18% in Q1 2026, selling an estimated $10.2K and leaving 100 shares worth $42.5K. The position accounts for 1.32% of the portfolio, ranked #23.

Compound Global Advisors first reported a position in SPGI in Q4 2022 and has held it in 11 quarters since. The position peaked at $5.84M in Q4 2023. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Compound Global Advisors held 100 shares of S&P Global worth $42.5K as of Q1 2026.
Compound Global Advisors sold 22 S&P Global shares in Q1 2026, an estimated $10.2K.
S&P Global made up 1.32% of Compound Global Advisors's portfolio in Q1 2026, its #23 holding.
Compound Global Advisors first reported a position in S&P Global in Q4 2022 and has held it in 11 quarters since.
Compound Global Advisors's S&P Global position peaked at $5.84M in Q4 2023.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Compound Global Advisors's 13F filing for Q1 2026, filed 7 May 2026.