Shelton Capital Management’s S&P Global SPGI Stock Holding History

Shelton Capital Management’s Portfolio SPGI Stock Details SPGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.71M	Buy	8,929 +953	+12%	+$503K	0.11%	167
2025 Q1	$4.05M	Sell	7,976 -32	-0.4%	-$16.3K	0.1%	171
2024 Q4	$3.99M	Sell	8,008 -34	-0.4%	-$16.9K	0.1%	172
2024 Q3	$4.15M	Buy	8,042 +825	+11%	+$426K	0.11%	173
2024 Q2	$3.22M	Hold	7,217	–	–	0.09%	200
2024 Q1	$3.07M	Hold	7,217	–	–	0.09%	211
2023 Q4	$3.18M	Buy	7,217 +449	+7%	+$198K	0.1%	205
2023 Q3	$2.47M	Buy	6,768 +4,700	+227%	+$1.72M	0.09%	220
2023 Q2	$829K	Sell	2,068 -3	-0.1%	-$1.2K	0.03%	277
2023 Q1	$714K	Buy	2,071 +3	+0.1%	+$1.03K	0.03%	258
2022 Q4	$693K	Sell	2,068 -123	-6%	-$41.2K	0.07%	231
2022 Q3	$669K	Sell	2,191 -69	-3%	-$21.1K	0.03%	272
2022 Q2	$762K	Hold	2,260	–	–	0.03%	271
2022 Q1	$927K	Buy	2,260 +711	+46%	+$292K	0.03%	271
2021 Q4	$731K	Hold	1,549	–	–	0.03%	299
2021 Q3	$658K	Sell	1,549 -42	-3%	-$17.8K	0.03%	310
2021 Q2	$653K	Hold	1,591	–	–	0.02%	323
2021 Q1	$561K	Hold	1,591	–	–	0.02%	355
2020 Q4	$523K	Sell	1,591 -50	-3%	-$16.4K	0.02%	331
2020 Q3	$592K	Sell	1,641 -40	-2%	-$14.4K	0.02%	407
2020 Q2	$554K	Sell	1,681 -58	-3%	-$19.1K	0.03%	311
2020 Q1	$426K	Hold	1,739	–	–	0.03%	311
2019 Q4	$475K	Sell	1,739 -280	-14%	-$76.5K	0.03%	366
2019 Q3	$495K	Hold	2,019	–	–	0.03%	343
2019 Q2	$460K	Buy	2,019 +1,594	+375%	+$363K	0.03%	365
2019 Q1	$2.02K	Sell	425 -1,594	-79%	-$7.57K	0.01%	783
2018 Q4	$343K	Hold	2,019	–	–	0.02%	416
2018 Q3	$394K	Hold	2,019	–	–	0.02%	442
2018 Q2	$412K	Hold	2,019	–	–	0.03%	417
2018 Q1	$386K	Hold	2,019	–	–	0.03%	446
2017 Q4	$342K	Hold	2,019	–	–	0.02%	513
2017 Q3	$316K	Hold	2,019	–	–	0.02%	536
2017 Q2	$295K	Hold	2,019	–	–	0.02%	584
2017 Q1	$264K	Hold	2,019	–	–	0.02%	644
2016 Q4	$217K	Hold	2,019	–	–	0.02%	787
2016 Q3	$256K	Sell	2,019 -3	-0.1%	-$380	0.02%	635
2016 Q2	$217K	Buy	+2,022	New	+$217K	0.02%	675