Creative Financial Designs’s S&P Global SPGI Stock Holding History

Creative Financial Designs’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	$851	Sell	2 -5	-71%	-$2.32K	﹤0.01%	1922
2025 Q4	$3.66K	Sell	7 -7	-50%	-$3.46K	﹤0.01%	1584
2025 Q3	$6.81K	Sell	14 -14	-50%	-$7.5K	﹤0.01%	1457
2025 Q2	$14.8K	Sell	28 -33	-54%	-$16.5K	﹤0.01%	1223
2025 Q1	$31K	Sell	61 -10	-14%	-$5.11K	﹤0.01%	969
2024 Q4	$35.4K	Sell	71 -70	-50%	-$35.5K	﹤0.01%	903
2024 Q3	$72.8K	Buy	141 +138	+4,600%	+$68.3K	0.01%	673
2024 Q2	$1.34K	Hold	3	–	–	﹤0.01%	1520
2024 Q1	$1.28K	Sell	3 -3	-50%	-$1.3K	﹤0.01%	1529
2023 Q4	$2.64K	Hold	6	–	–	﹤0.01%	1386
2023 Q3	$2.19K	Sell	6 -6	-50%	-$2.36K	﹤0.01%	1330
2023 Q2	$4.81K	Buy	12 +6	+100%	+$2.19K	﹤0.01%	1187
2023 Q1	$2.07K	Buy	+6	New	+$2.11K	﹤0.01%	1257
2021 Q4	–	Sell	-74	Closed	-$31K	–	1420
2021 Q3	$31K	Hold	74	–	–	0.01%	750
2021 Q2	$30K	Hold	74	–	–	0.01%	754
2021 Q1	$26K	Hold	74	–	–	0.01%	722
2020 Q4	$24K	Sell	74 -17	-19%	-$5.74K	0.01%	683
2020 Q3	$33K	Buy	91 +48	+112%	+$16.9K	0.01%	552
2020 Q2	$14K	Buy	+43	New	+$12.9K	﹤0.01%	678

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 Financial Designs's SPGI Position: Q1 2026 in Review

Creative Financial Designs reduced its S&P Global (SPGI) stake by 71% in Q1 2026, selling an estimated $2.32K and leaving 2 shares worth $851. The position accounts for ﹤0.01% of the portfolio, ranked #1922.

Creative Financial Designs first reported a position in SPGI in Q2 2020 and has held it in 19 quarters since. The position peaked at $72.8K in Q3 2024. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Creative Financial Designs held 2 shares of S&P Global worth $851 as of Q1 2026.
Creative Financial Designs sold 5 S&P Global shares in Q1 2026, an estimated $2.32K.
S&P Global made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1922 holding.
Creative Financial Designs first reported a position in S&P Global in Q2 2020 and has held it in 19 quarters since.
Creative Financial Designs's S&P Global position peaked at $72.8K in Q3 2024.
2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.