IMS Capital Management’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.03M | Sell |
4,167
-49
| -1% | -$26.2K | 0.94% | 31 |
|
|
2025
Q2 | $2.22M | Hold |
4,216
| – | – | 1.04% | 24 |
|
|
2025
Q1 | $2.14M | Sell |
4,216
-50
| -1% | -$25.5K | 1.08% | 26 |
|
|
2024
Q4 | $2.12M | Buy |
4,266
+10
| +0.2% | +$5.07K | 0.98% | 31 |
|
|
2024
Q3 | $2.2M | Hold |
4,256
| – | – | 0.99% | 30 |
|
|
2024
Q2 | $2.12M | Buy |
4,256
+30
| +0.7% | +$12.9K | 0.99% | 30 |
|
|
2024
Q1 | $1.8M | Buy |
4,226
+95
| +2% | +$41.2K | 0.84% | 35 |
|
|
2023
Q4 | $1.82M | Hold |
4,131
| – | – | 0.89% | 32 |
|
|
2023
Q3 | $1.51M | Hold |
4,131
| – | – | 0.9% | 32 |
|
|
2023
Q2 | $1.66M | Sell |
4,131
-125
| -3% | -$45.7K | 0.92% | 30 |
|
|
2023
Q1 | $1.47M | Buy |
4,256
+30
| +0.7% | +$10.6K | 0.87% | 31 |
|
|
2022
Q4 | $1.42M | Sell |
4,226
-10
| -0.2% | -$3.3K | 0.9% | 32 |
|
|
2022
Q3 | $1.29M | Buy |
4,236
+270
| +7% | +$96.6K | 0.89% | 30 |
|
|
2022
Q2 | $1.34M | Buy |
3,966
+15
| +0.4% | +$5.35K | 0.86% | 32 |
|
|
2022
Q1 | $1.62M | Buy |
3,951
+100
| +3% | +$40.7K | 0.85% | 31 |
|
|
2021
Q4 | $1.82M | Buy |
3,851
+286
| +8% | +$131K | 0.93% | 23 |
|
|
2021
Q3 | $1.51M | Buy |
3,565
+120
| +3% | +$52K | 0.88% | 28 |
|
|
2021
Q2 | $1.41M | Sell |
3,445
-20
| -0.6% | -$7.69K | 0.83% | 29 |
|
|
2021
Q1 | $1.22M | Hold |
3,465
| – | – | 0.77% | 32 |
|
|
2020
Q4 | $1.14M | Sell |
3,465
-2,090
| -38% | -$705K | 0.71% | 38 |
|
|
2020
Q3 | $2M | Sell |
5,555
-52
| -0.9% | -$18.3K | 1.44% | 10 |
|
|
2020
Q2 | $1.85M | Buy |
5,607
+580
| +12% | +$174K | 1.43% | 10 |
|
|
2020
Q1 | $1.23M | Sell |
5,027
-850
| -14% | -$233K | 1.25% | 14 |
|
|
2019
Q4 | $1.6M | Sell |
5,877
-459
| -7% | -$119K | 1.1% | 13 |
|
|
2019
Q3 | $1.55M | Sell |
6,336
-250
| -4% | -$62.5K | 1.18% | 14 |
|
|
2019
Q2 | $1.5M | Hold |
6,586
| – | – | 1.11% | 15 |
|
|
2019
Q1 | $1.39M | Sell |
6,586
-340
| -5% | -$65.8K | 1.13% | 14 |
|
|
2018
Q4 | $1.18M | Sell |
6,926
-302
| -4% | -$54.1K | 1.1% | 23 |
|
|
2018
Q3 | $1.41M | Buy |
7,228
+110
| +2% | +$22.7K | 0.96% | 16 |
|
|
2018
Q2 | $1.45M | Buy |
7,118
+320
| +5% | +$63.2K | 0.92% | 14 |
|
|
2018
Q1 | $1.15M | Hold |
6,798
| – | – | 0.71% | 31 |
|
|
2017
Q4 | $1.15M | Buy |
6,798
+28
| +0.4% | +$4.57K | 0.71% | 31 |
|
|
2017
Q3 | $1.06M | Buy |
6,770
+587
| +9% | +$89.2K | 0.68% | 32 |
|
|
2017
Q2 | $903K | Buy |
6,183
+618
| +11% | +$85.8K | 0.85% | 48 |
|
|
2017
Q1 | $728K | Buy |
5,565
+2,895
| +108% | +$360K | 0.73% | 56 |
|
|
2016
Q4 | $287K | Buy |
2,670
+1,570
| +143% | +$188K | 0.31% | 101 |
|
|
2016
Q3 | $139K | Buy |
+1,100
| New | +$132K | 0.16% | 119 |
|
Other funds holding SPGI
IMS Capital Management's SPGI Position: Q3 2025 in Review
IMS Capital Management reduced its S&P Global (SPGI) stake by 1.2% in Q3 2025, selling an estimated $26.2K and leaving 4,167 shares worth $2.03M. The position accounts for 0.94% of the portfolio, ranked #31.
IMS Capital Management first reported a position in SPGI in Q3 2016 and has held it in 37 quarters since. The position peaked at $2.22M in Q2 2025. 2,053 funds tracked by Wall St. Rank hold SPGI as of Q3 2025.
- IMS Capital Management held 4,167 shares of S&P Global worth $2.03M as of Q3 2025.
- IMS Capital Management sold 49 S&P Global shares in Q3 2025, an estimated $26.2K.
- S&P Global made up 0.94% of IMS Capital Management's portfolio in Q3 2025, its #31 holding.
- IMS Capital Management first reported a position in S&P Global in Q3 2016 and has held it in 37 quarters since.
- IMS Capital Management's S&P Global position peaked at $2.22M in Q2 2025.
- 2,053 funds tracked by Wall St. Rank held S&P Global as of Q3 2025.
Based on IMS Capital Management's 13F filing for Q3 2025, filed 17 Nov 2025.