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American Portfolios Advisors’s S&P Global SPGI Stock Holding History

American Portfolios 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
2022
Q3 		$515K Sell
1,687
-45
-3% -$16.1K 0.02% 633
2022
Q2 		$584K Sell
1,732
-1,476
-46% -$526K 0.02% 599
2022
Q1 		$1.32M Buy
3,208
+1,401
+78% +$571K 0.04% 399
2021
Q4 		$853K Buy
1,807
+212
+13% +$97K 0.03% 533
2021
Q3 		$678K Buy
1,595
+226
+17% +$97.9K 0.03% 578
2021
Q2 		$562K Sell
1,369
-266
-16% -$102K 0.02% 664
2021
Q1 		$577K Sell
1,635
-612
-27% -$204K 0.03% 602
2020
Q4 		$739K Sell
2,247
-287
-11% -$96.8K 0.04% 436
2020
Q3 		$914K Buy
2,534
+428
+20% +$151K 0.05% 313
2020
Q2 		$694K Buy
2,106
+209
+11% +$62.8K 0.05% 357
2020
Q1 		$465K Buy
1,897
+49
+3% +$13.4K 0.04% 387
2019
Q4 		$505K Sell
1,848
-699
-27% -$182K 0.04% 412
2019
Q3 		$624K Buy
2,547
+1,027
+68% +$257K 0.05% 338
2019
Q2 		$346K Sell
1,520
-2
-0.1% -$437 0.03% 522
2019
Q1 		$320K Buy
1,522
+146
+11% +$28.3K 0.03% 492
2018
Q4 		$234K Sell
1,376
-993
-42% -$178K 0.03% 468
2018
Q3 		$463K Buy
2,369
+583
+33% +$120K 0.05% 335
2018
Q2 		$364K Buy
1,786
+714
+67% +$141K 0.05% 356
2018
Q1 		$205K Buy
1,072
+173
+19% +$31.9K 0.03% 502
2017
Q4 		$152K Buy
+899
New +$147K 0.02% 600

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

American Portfolios Advisors's SPGI Position: Q3 2022 in Review

American Portfolios Advisors reduced its S&P Global (SPGI) stake by 2.6% in Q3 2022, selling an estimated $16.1K and leaving 1,687 shares worth $515K. The position accounts for 0.02% of the portfolio, ranked #633.

American Portfolios Advisors first reported a position in SPGI in Q4 2017 and has held it in 20 quarters since. The position peaked at $1.32M in Q1 2022. 1,499 funds tracked by Wall St. Rank hold SPGI as of Q3 2022.

  • American Portfolios Advisors held 1,687 shares of S&P Global worth $515K as of Q3 2022.
  • American Portfolios Advisors sold 45 S&P Global shares in Q3 2022, an estimated $16.1K.
  • S&P Global made up 0.02% of American Portfolios Advisors's portfolio in Q3 2022, its #633 holding.
  • American Portfolios Advisors first reported a position in S&P Global in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's S&P Global position peaked at $1.32M in Q1 2022.
  • 1,499 funds tracked by Wall St. Rank held S&P Global as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.