Creative Capital Management Investments’s S&P Global SPGI Stock Holding History

Creative Capital Management Investments’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	$18.3K	Sell	43 -13	-23%	-$6.04K	0.01%	181
2025 Q4	$29.3K	Hold	56	–	–	0.01%	147
2025 Q3	$27.3K	Buy	56 +13	+30%	+$6.96K	0.01%	147
2025 Q2	$22.7K	Hold	43	–	–	0.01%	169
2025 Q1	$21.8K	Hold	43	–	–	0.01%	148
2024 Q4	$21.4K	Hold	43	–	–	0.01%	149
2024 Q3	$22.2K	Hold	43	–	–	0.01%	131
2024 Q2	$19.2K	Hold	43	–	–	0.01%	130
2024 Q1	$18.3K	Hold	43	–	–	0.01%	128
2023 Q4	$18.9K	Hold	43	–	–	0.01%	122
2023 Q3	$15.7K	Hold	43	–	–	0.01%	134
2023 Q2	$17.2K	Hold	43	–	–	0.01%	126
2023 Q1	$14.8K	Buy	+43	New	+$15.1K	0.01%	140

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

Creative Capital Management Investments's SPGI Position: Q1 2026 in Review

Creative Capital Management Investments reduced its S&P Global (SPGI) stake by 23% in Q1 2026, selling an estimated $6.04K and leaving 43 shares worth $18.3K. The position accounts for 0.01% of the portfolio, ranked #181.

Creative Capital Management Investments first reported a position in SPGI in Q1 2023 and has held it in 13 quarters since. The position peaked at $29.3K in Q4 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Creative Capital Management Investments held 43 shares of S&P Global worth $18.3K as of Q1 2026.
Creative Capital Management Investments sold 13 S&P Global shares in Q1 2026, an estimated $6.04K.
S&P Global made up 0.01% of Creative Capital Management Investments's portfolio in Q1 2026, its #181 holding.
Creative Capital Management Investments first reported a position in S&P Global in Q1 2023 and has held it in 13 quarters since.
Creative Capital Management Investments's S&P Global position peaked at $29.3K in Q4 2025.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Creative Capital Management Investments's 13F filing for Q1 2026, filed 21 Apr 2026.