WMS Partners’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,017
| Closed | -$506K | – | 229 |
|
|
2024
Q4 | $506K | Buy |
1,017
+233
| +30% | +$118K | 0.03% | 184 |
|
|
2024
Q3 | $405K | Sell |
784
-220
| -22% | -$109K | 0.02% | 201 |
|
|
2024
Q2 | $448K | Sell |
1,004
-83
| -8% | -$35.6K | 0.03% | 166 |
|
|
2024
Q1 | $462K | Sell |
1,087
-268
| -20% | -$116K | 0.03% | 172 |
|
|
2023
Q4 | $597K | Buy |
1,355
+366
| +37% | +$144K | 0.04% | 139 |
|
|
2023
Q3 | $361K | Sell |
989
-339
| -26% | -$133K | 0.03% | 188 |
|
|
2023
Q2 | $532K | Buy |
1,328
+3
| +0.2% | +$1.1K | 0.04% | 154 |
|
|
2023
Q1 | $457K | Sell |
1,325
-70
| -5% | -$24.6K | 0.04% | 161 |
|
|
2022
Q4 | $467K | Buy |
1,395
+6
| +0.4% | +$1.98K | 0.05% | 162 |
|
|
2022
Q3 | $424K | Buy |
1,389
+17
| +1% | +$6.08K | 0.06% | 151 |
|
|
2022
Q2 | $462K | Sell |
1,372
-135
| -9% | -$48.1K | 0.07% | 145 |
|
|
2022
Q1 | $618K | Sell |
1,507
-2,661
| -64% | -$1.08M | 0.08% | 121 |
|
|
2021
Q4 | $1.97M | Buy |
4,168
+343
| +9% | +$157K | 0.42% | 44 |
|
|
2021
Q3 | $1.63M | Buy |
3,825
+792
| +26% | +$343K | 0.24% | 60 |
|
|
2021
Q2 | $1.25M | Hold |
3,033
| – | – | 0.18% | 66 |
|
|
2021
Q1 | $1.07M | Sell |
3,033
-106
| -3% | -$35.3K | 0.24% | 62 |
|
|
2020
Q4 | $1.03M | Buy |
3,139
+84
| +3% | +$28.3K | 0.18% | 64 |
|
|
2020
Q3 | $1.1M | Buy |
3,055
+14
| +0.5% | +$4.94K | 0.21% | 60 |
|
|
2020
Q2 | $1M | Sell |
3,041
-294
| -9% | -$88.4K | 0.21% | 62 |
|
|
2020
Q1 | $817K | Sell |
3,335
-76
| -2% | -$20.8K | 0.23% | 61 |
|
|
2019
Q4 | $931K | Hold |
3,411
| – | – | 0.21% | 64 |
|
|
2019
Q3 | $836K | Buy |
3,411
+422
| +14% | +$105K | 0.2% | 72 |
|
|
2019
Q2 | $681K | Buy |
2,989
+215
| +8% | +$47K | 0.17% | 82 |
|
|
2019
Q1 | $584K | Hold |
2,774
| – | – | 0.15% | 91 |
|
|
2018
Q4 | $471K | Sell |
2,774
-25
| -0.9% | -$4.48K | 0.13% | 102 |
|
|
2018
Q3 | $547K | Sell |
2,799
-167
| -6% | -$34.5K | 0.06% | 113 |
|
|
2018
Q2 | $605K | Buy |
2,966
+1,334
| +82% | +$264K | 0.07% | 107 |
|
|
2018
Q1 | $312K | Hold |
1,632
| – | – | 0.04% | 160 |
|
|
2017
Q4 | $276K | Buy |
+1,632
| New | +$266K | 0.03% | 190 |
|
Other funds holding SPGI
WMS Partners's SPGI Position: Q1 2025 in Review
WMS Partners sold out of S&P Global (SPGI) in Q1 2025, closing a stake of 1,017 shares — an estimated $506K sold.
WMS Partners first reported a position in SPGI in Q4 2017 and held it in 29 quarters. The position peaked at $1.97M in Q4 2021. 2,075 funds tracked by Wall St. Rank hold SPGI as of Q1 2025.
- WMS Partners reported no remaining S&P Global position as of Q1 2025 after selling out during the quarter.
- WMS Partners sold 1,017 S&P Global shares in Q1 2025, an estimated $506K.
- WMS Partners first reported a position in S&P Global in Q4 2017 and held it in 29 quarters.
- WMS Partners's S&P Global position peaked at $1.97M in Q4 2021.
- 2,075 funds tracked by Wall St. Rank held S&P Global as of Q1 2025.
Based on WMS Partners's 13F filing for Q1 2025.