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Keyes Stange & Wooten Wealth Management’s S&P Global SPGI Stock Holding History

Keyes Stange & Wooten Wealth 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 		– Sell
-383
Closed -$202K – 79
2025
Q2 		$202K Sell
383
-51
-12% -$25.5K 0.1% 69
2025
Q1 		$221K Sell
434
-5
-1% -$2.56K 0.13% 60
2024
Q4 		$219K Sell
439
-9
-2% -$4.57K 0.13% 66
2024
Q3 		$231K Sell
448
-10
-2% -$4.95K 0.14% 63
2024
Q2 		$204K Buy
+458
New +$196K 0.14% 65

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

Keyes Stange & Wooten Wealth Management's SPGI Position: Q3 2025 in Review

Keyes Stange & Wooten Wealth Management sold out of S&P Global (SPGI) in Q3 2025, closing a stake of 383 shares — an estimated $202K sold.

Keyes Stange & Wooten Wealth Management first reported a position in SPGI in Q2 2024 and held it in 5 quarters. The position peaked at $231K in Q3 2024. 2,052 funds tracked by Wall St. Rank hold SPGI as of Q3 2025.

  • Keyes Stange & Wooten Wealth Management reported no remaining S&P Global position as of Q3 2025 after selling out during the quarter.
  • Keyes Stange & Wooten Wealth Management sold 383 S&P Global shares in Q3 2025, an estimated $202K.
  • Keyes Stange & Wooten Wealth Management first reported a position in S&P Global in Q2 2024 and held it in 5 quarters.
  • Keyes Stange & Wooten Wealth Management's S&P Global position peaked at $231K in Q3 2024.
  • 2,052 funds tracked by Wall St. Rank held S&P Global as of Q3 2025.

Based on Keyes Stange & Wooten Wealth Management's 13F filing for Q3 2025, filed 25 Nov 2025.