Mill Creek Capital Advisors’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $389K | Sell |
737
-4
| -0.5% | -$2.11K | 0.01% | 181 |
|
|
2025
Q1 | $377K | Sell |
741
-8
| -1% | -$4.07K | 0.01% | 184 |
|
|
2024
Q4 | $373K | Sell |
749
-16
| -2% | -$7.97K | 0.01% | 191 |
|
|
2024
Q3 | $395K | Sell |
765
-203
| -21% | -$105K | 0.01% | 181 |
|
|
2024
Q2 | $432K | Buy |
968
+212
| +28% | +$94.6K | 0.01% | 177 |
|
|
2024
Q1 | $322K | Sell |
756
-5
| -0.7% | -$2.13K | 0.01% | 182 |
|
|
2023
Q4 | $335K | Sell |
761
-74
| -9% | -$32.6K | 0.01% | 181 |
|
|
2023
Q3 | $305K | Sell |
835
-223
| -21% | -$81.5K | 0.01% | 173 |
|
|
2023
Q2 | $424K | Sell |
1,058
-235
| -18% | -$94.2K | 0.01% | 160 |
|
|
2023
Q1 | $446K | Buy |
1,293
+421
| +48% | +$145K | 0.02% | 156 |
|
|
2022
Q4 | $292K | Buy |
+872
| New | +$292K | 0.01% | 177 |
|