SPGI — S&P GLOBAL INC

Ownership history in Compass Wealth Management LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which Compass Wealth Management LLC reported a position in S&P GLOBAL INC (SPGI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.08% (2025 Q1)
Avg. % of fund
0.07%
First filed
2022 Q4
Last filed
2025 Q3
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 550 — 0% 0.06% $268K $484.63
2025 Q2 REDUCED 550 -103 -15.8% 0.07% $290K $524.12
2025 Q1 UNCHANGED 653 — 0% 0.08% $332K $504.11
2024 Q4 UNCHANGED 653 — 0% 0.08% $325K $493.23
2024 Q3 UNCHANGED 653 — 0% 0.08% $337K $510.74
2024 Q2 UNCHANGED 653 — 0% 0.07% $291K $440.13
2024 Q1 UNCHANGED 653 — 0% 0.07% $278K $418.96
2023 Q4 UNCHANGED 653 — 0% 0.08% $288K $432.90
2023 Q3 UNCHANGED 653 — 0% 0.07% $239K $358.31
2023 Q2 UNCHANGED 653 — 0% 0.07% $225K $392.19
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% of Fund (quarterly)    SPGI price (monthly, adj. close)

Other funds also holding SPGI

As of 2025 Q4 — sorted by position size

Valley Forge Capital Management, LP 3Y 7Y 20.83% C Partners Holding GmbH 3Y 7Y 16.23% Spear Holdings RSC Ltd 13.64% PBCay One RSC Ltd 13.64% Milestone Resources Group Ltd 3Y 7Y 12.76% Totem Point Management, LLC 3Y 7Y 11.77% Atalan Capital Partners, LP 3Y 7Y 11.53% TCI Fund Management Ltd 3Y 7Y 11.48% Laurus Global Equity Management Inc. 3Y 11.13% SHERMAN PORFOLIOS, LLC 11.12%
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