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Coppell Advisory Solutions’s S&P Global SPGI Stock Holding History

Coppell Advisory Solutions’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
-88
Closed -$43.8K – 1636
2024
Q4 		$43.8K Hold
88
– – 0.01% 624
2024
Q3 		$45.1K Buy
88
+67
+319% +$33.2K 0.01% 582
2024
Q2 		$9.37K Buy
+21
New +$9.01K ﹤0.01% 1028
2023
Q4 		$7.49K Buy
+17
New +$6.71K ﹤0.01% 1009
2023
Q3 		– Sell
-135
Closed -$53.4K – 1509
2023
Q2 		$53.4K Buy
+135
New +$49.3K 0.02% 342

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

Coppell Advisory Solutions's SPGI Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of S&P Global (SPGI) in Q1 2025, closing a stake of 88 shares — an estimated $43.8K sold.

Coppell Advisory Solutions first reported a position in SPGI in Q2 2023 and held it in 5 quarters. The position peaked at $53.4K in Q2 2023. 2,075 funds tracked by Wall St. Rank hold SPGI as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining S&P Global position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 88 S&P Global shares in Q1 2025, an estimated $43.8K.
  • Coppell Advisory Solutions first reported a position in S&P Global in Q2 2023 and held it in 5 quarters.
  • Coppell Advisory Solutions's S&P Global position peaked at $53.4K in Q2 2023.
  • 2,075 funds tracked by Wall St. Rank held S&P Global as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.