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Compton Wealth Advisory Group’s S&P Global SPGI Stock Holding History

Compton Wealth Advisory Group’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 		– Sell
-426
Closed -$212K – 102
2024
Q4 		$212K Hold
426
– – 0.05% 107
2024
Q3 		$220K Buy
+426
New +$211K 0.06% 106

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Compton Wealth Advisory Group's SPGI Position: Q1 2025 in Review

Compton Wealth Advisory Group sold out of S&P Global (SPGI) in Q1 2025, closing a stake of 426 shares — an estimated $212K sold.

Compton Wealth Advisory Group first reported a position in SPGI in Q3 2024 and held it in 2 quarters. The position peaked at $220K in Q3 2024. 2,075 funds tracked by Wall St. Rank hold SPGI as of Q1 2025.

  • Compton Wealth Advisory Group reported no remaining S&P Global position as of Q1 2025 after selling out during the quarter.
  • Compton Wealth Advisory Group sold 426 S&P Global shares in Q1 2025, an estimated $212K.
  • Compton Wealth Advisory Group first reported a position in S&P Global in Q3 2024 and held it in 2 quarters.
  • Compton Wealth Advisory Group's S&P Global position peaked at $220K in Q3 2024.
  • 2,075 funds tracked by Wall St. Rank held S&P Global as of Q1 2025.

Based on Compton Wealth Advisory Group's 13F filing for Q1 2025, filed 29 Apr 2025.