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Creekmur Asset Management’s S&P Global SPGI Stock Holding History

Creekmur Asset Management’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
Q3 		$13.2K Hold
27
– – ﹤0.01% 484
2025
Q2 		$14.3K Buy
+27
New +$13.5K ﹤0.01% 479
2025
Q1 		– Sell
-6
Closed -$2.99K – 964
2024
Q4 		$2.99K Sell
6
-6
-50% -$3.04K ﹤0.01% 552
2024
Q3 		$6.2K Buy
12
+6
+100% +$2.97K ﹤0.01% 506
2024
Q2 		$2.68K Buy
+6
New +$2.57K ﹤0.01% 667

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Creekmur Asset Management's SPGI Position: Q3 2025 in Review

Creekmur Asset Management held its S&P Global (SPGI) position steady in Q3 2025 at 27 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

Creekmur Asset Management first reported a position in SPGI in Q2 2024 and has held it in 5 quarters since. The position peaked at $14.3K in Q2 2025. 2,052 funds tracked by Wall St. Rank hold SPGI as of Q3 2025.

  • Creekmur Asset Management held 27 shares of S&P Global worth $13.2K as of Q3 2025.
  • Creekmur Asset Management left its S&P Global share count unchanged in Q3 2025.
  • S&P Global made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #484 holding.
  • Creekmur Asset Management first reported a position in S&P Global in Q2 2024 and has held it in 5 quarters since.
  • Creekmur Asset Management's S&P Global position peaked at $14.3K in Q2 2025.
  • 2,052 funds tracked by Wall St. Rank held S&P Global as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.