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Sutton Wealth Advisors’s S&P Global SPGI Stock Holding History

Sutton Wealth Advisors’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
2023
Q3 		$45.7K Buy
125
+35
+39% +$13.8K 0.02% 237
2023
Q2 		$36.1K Sell
90
-2
-2% -$731 0.02% 270
2023
Q1 		$31.7K Sell
92
-1,565
-94% -$551K 0.02% 250
2022
Q4 		$555K Sell
1,657
-8
-0.5% -$2.64K 0.21% 75
2022
Q3 		$508K Buy
1,665
+30
+2% +$10.7K 0.21% 78
2022
Q2 		$551K Sell
1,635
-17
-1% -$6.06K 0.22% 74
2022
Q1 		$678K Buy
1,652
+32
+2% +$13K 0.23% 72
2021
Q4 		$765K Hold
1,620
– – 0.25% 67
2021
Q3 		$688K Buy
1,620
+2
+0.1% +$867 0.25% 69
2021
Q2 		$664K Sell
1,618
-1
-0.1% -$384 0.24% 74
2021
Q1 		$571K Buy
1,619
+5
+0.3% +$1.66K 0.22% 75
2020
Q4 		$531K Buy
1,614
+7
+0.4% +$2.36K 0.23% 76
2020
Q3 		$579K Hold
1,607
– – 0.28% 64
2020
Q2 		$529K Sell
1,607
-198
-11% -$59.5K 0.28% 63
2020
Q1 		$442K Buy
1,805
+3
+0.2% +$823 0.28% 62
2019
Q4 		$492K Hold
1,802
– – 0.25% 69
2019
Q3 		$441K Hold
1,802
– – 0.25% 70
2019
Q2 		$410K Buy
1,802
+7
+0.4% +$1.53K 0.24% 76
2019
Q1 		$378K Buy
1,795
+9
+0.5% +$1.74K 0.22% 83
2018
Q4 		$304K Buy
1,786
+8
+0.4% +$1.43K 0.2% 91
2018
Q3 		$347K Hold
1,778
– – 0.23% 78
2018
Q2 		$363K Sell
1,778
-22
-1% -$4.35K 0.25% 63
2018
Q1 		$344K Sell
1,800
-201
-10% -$37.1K 0.25% 66
2017
Q4 		$339K Hold
2,001
– – 0.25% 71
2017
Q3 		$313K Hold
2,001
– – 0.24% 71
2017
Q2 		$292K Hold
2,001
– – 0.23% 74
2017
Q1 		$262K Sell
2,001
-33
-2% -$4.1K 0.22% 73
2016
Q4 		$219K Hold
2,034
– – 0.2% 87
2016
Q3 		$257K Hold
2,034
– – 0.23% 73
2016
Q2 		$218K Buy
+2,034
New +$218K 0.21% 85

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Sutton Wealth Advisors's SPGI Position: Q3 2023 in Review

Sutton Wealth Advisors increased its S&P Global (SPGI) stake by 39% in Q3 2023, buying an estimated $13.8K and bringing the position to 125 shares worth $45.7K. The position accounts for 0.02% of the portfolio, ranked #237.

Sutton Wealth Advisors first reported a position in SPGI in Q2 2016 and has held it in 30 quarters since. The position peaked at $765K in Q4 2021. 1,624 funds tracked by Wall St. Rank hold SPGI as of Q3 2023.

  • Sutton Wealth Advisors held 125 shares of S&P Global worth $45.7K as of Q3 2023.
  • Sutton Wealth Advisors bought 35 S&P Global shares in Q3 2023, an estimated $13.8K.
  • S&P Global made up 0.02% of Sutton Wealth Advisors's portfolio in Q3 2023, its #237 holding.
  • Sutton Wealth Advisors first reported a position in S&P Global in Q2 2016 and has held it in 30 quarters since.
  • Sutton Wealth Advisors's S&P Global position peaked at $765K in Q4 2021.
  • 1,624 funds tracked by Wall St. Rank held S&P Global as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.