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Smith Shellnut Wilson’s S&P Global SPGI Stock Holding History

Smith Shellnut Wilson’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 		$565K Buy
1,160
+110
+10% +$58.9K 0.22% 70
2025
Q2 		$554K Sell
1,050
-224
-18% -$112K 0.24% 67
2025
Q1 		$647K Buy
1,274
+33
+3% +$16.9K 0.3% 59
2024
Q4 		$618K Buy
1,241
+136
+12% +$69K 0.27% 58
2024
Q3 		$571K Sell
1,105
-9
-0.8% -$4.45K 0.26% 66
2024
Q2 		$497K Hold
1,114
– – 0.24% 71
2024
Q1 		$474K Hold
1,114
– – 0.25% 71
2023
Q4 		$491K Sell
1,114
-23
-2% -$9.08K 0.28% 62
2023
Q3 		$415K Hold
1,137
– – 0.25% 68
2023
Q2 		$456K Sell
1,137
-6
-0.5% -$2.19K 0.26% 67
2023
Q1 		$394K Hold
1,143
– – 0.24% 70
2022
Q4 		$383K Sell
1,143
-4
-0.3% -$1.32K 0.24% 75
2022
Q3 		$350K Buy
1,147
+51
+5% +$18.2K 0.23% 69
2022
Q2 		$369K Sell
1,096
-116
-10% -$41.4K 0.23% 76
2022
Q1 		$497K Sell
1,212
-11
-0.9% -$4.48K 0.26% 67
2021
Q4 		$577K Buy
1,223
+20
+2% +$9.15K 0.29% 65
2021
Q3 		$511K Buy
1,203
+3
+0.3% +$1.3K 0.3% 65
2021
Q2 		$493K Hold
1,200
– – 0.29% 69
2021
Q1 		$423K Sell
1,200
-104
-8% -$34.6K 0.26% 69
2020
Q4 		$429K Sell
1,304
-137
-10% -$46.2K 0.26% 66
2020
Q3 		$520 Hold
1,441
– – 0.19% 58
2020
Q2 		$475K Hold
1,441
– – 0.34% 52
2020
Q1 		$353K Buy
1,441
+28
+2% +$7.68K 0.3% 62
2019
Q4 		$386K Hold
1,413
– – 0.26% 75
2019
Q3 		$346K Buy
1,413
+77
+6% +$19.2K 0.26% 76
2019
Q2 		$304K Sell
1,336
-38
-3% -$8.3K 0.23% 83
2019
Q1 		$289K Buy
1,374
+18
+1% +$3.49K 0.23% 93
2018
Q4 		$230K Sell
1,356
-18
-1% -$3.22K 0.25% 94
2018
Q3 		$268K Buy
+1,374
New +$284K 0.24% 92
2018
Q1 		$263K Sell
1,374
-425
-24% -$78.4K 0.23% 88
2017
Q4 		$305K Buy
1,799
+74
+4% +$12.1K 0.26% 85
2017
Q3 		$270K Buy
+1,725
New +$262K 0.24% 93

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

Smith Shellnut Wilson's SPGI Position: Q3 2025 in Review

Smith Shellnut Wilson increased its S&P Global (SPGI) stake by 10% in Q3 2025, buying an estimated $58.9K and bringing the position to 1,160 shares worth $565K. The position accounts for 0.22% of the portfolio, ranked #70.

Smith Shellnut Wilson first reported a position in SPGI in Q3 2017 and has held it in 32 quarters since. The position peaked at $647K in Q1 2025. 2,052 funds tracked by Wall St. Rank hold SPGI as of Q3 2025.

  • Smith Shellnut Wilson held 1,160 shares of S&P Global worth $565K as of Q3 2025.
  • Smith Shellnut Wilson bought 110 S&P Global shares in Q3 2025, an estimated $58.9K.
  • S&P Global made up 0.22% of Smith Shellnut Wilson's portfolio in Q3 2025, its #70 holding.
  • Smith Shellnut Wilson first reported a position in S&P Global in Q3 2017 and has held it in 32 quarters since.
  • Smith Shellnut Wilson's S&P Global position peaked at $647K in Q1 2025.
  • 2,052 funds tracked by Wall St. Rank held S&P Global as of Q3 2025.

Based on Smith Shellnut Wilson's 13F filing for Q3 2025, filed 27 Oct 2025.