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Copperwynd Financial’s S&P Global SPGI Stock Holding History

Copperwynd Financial’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
Q2 		$255K Buy
484
+29
+6% +$14.5K 0.06% 133
2025
Q1 		$231K Sell
455
-14
-3% -$7.15K 0.06% 133
2024
Q4 		$234K Sell
469
-12
-2% -$6.09K 0.06% 127
2024
Q3 		$249K Sell
481
-7
-1% -$3.46K 0.07% 127
2024
Q2 		$237K Buy
+488
New +$209K 0.08% 132

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

Copperwynd Financial's SPGI Position: Q2 2025 in Review

Copperwynd Financial increased its S&P Global (SPGI) stake by 6.4% in Q2 2025, buying an estimated $14.5K and bringing the position to 484 shares worth $255K. The position accounts for 0.06% of the portfolio, ranked #133.

Copperwynd Financial first reported a position in SPGI in Q2 2024 and has held it in 5 quarters since. 2,063 funds tracked by Wall St. Rank hold SPGI as of Q2 2025.

  • Copperwynd Financial held 484 shares of S&P Global worth $255K as of Q2 2025.
  • Copperwynd Financial bought 29 S&P Global shares in Q2 2025, an estimated $14.5K.
  • S&P Global made up 0.06% of Copperwynd Financial's portfolio in Q2 2025, its #133 holding.
  • Copperwynd Financial first reported a position in S&P Global in Q2 2024 and has held it in 5 quarters since.
  • 2,063 funds tracked by Wall St. Rank held S&P Global as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.