Aptus Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10M | Buy |
23,543
+12,546
| +114% | +$5.82M | 0.08% | 215 |
|
|
2025
Q4 | $5.75M | Buy |
10,997
+1,103
| +11% | +$546K | 0.05% | 309 |
|
|
2025
Q3 | $4.82M | Buy |
9,894
+1,194
| +14% | +$639K | 0.04% | 324 |
|
|
2025
Q2 | $4.59M | Buy |
8,700
+3,308
| +61% | +$1.65M | 0.05% | 308 |
|
|
2025
Q1 | $2.74M | Buy |
5,392
+1,432
| +36% | +$732K | 0.03% | 356 |
|
|
2024
Q4 | $1.97M | Buy |
3,960
+739
| +23% | +$375K | 0.02% | 399 |
|
|
2024
Q3 | $1.66M | Buy |
3,221
+412
| +15% | +$204K | 0.03% | 336 |
|
|
2024
Q2 | $1.25M | Buy |
2,809
+215
| +8% | +$92.2K | 0.02% | 355 |
|
|
2024
Q1 | $1.1M | Buy |
2,594
+470
| +22% | +$204K | 0.02% | 382 |
|
|
2023
Q4 | $936K | Buy |
2,124
+77
| +4% | +$30.4K | 0.03% | 301 |
|
|
2023
Q3 | $748K | Buy |
2,047
+1,022
| +100% | +$402K | 0.02% | 327 |
|
|
2023
Q2 | $411K | Buy |
+1,025
| New | +$375K | 0.01% | 345 |
|
|
2022
Q2 | – | Sell |
-18,878
| Closed | -$7.74M | – | 732 |
|
|
2022
Q1 | $7.74M | Buy |
18,878
+2,984
| +19% | +$1.22M | 0.24% | 75 |
|
|
2021
Q4 | $7.5M | Buy |
15,894
+2,303
| +17% | +$1.05M | 0.25% | 63 |
|
|
2021
Q3 | $5.78M | Sell |
13,591
-3,934
| -22% | -$1.7M | 0.23% | 75 |
|
|
2021
Q2 | $7.19M | Buy |
17,525
+702
| +4% | +$270K | 0.33% | 60 |
|
|
2021
Q1 | $5.94M | Buy |
16,823
+6,866
| +69% | +$2.29M | 0.31% | 60 |
|
|
2020
Q4 | $3.27M | Buy |
9,957
+1,295
| +15% | +$437K | 0.19% | 91 |
|
|
2020
Q3 | $3.12M | Buy |
8,662
+279
| +3% | +$98.4K | 0.22% | 81 |
|
|
2020
Q2 | $2.76M | Sell |
8,383
-69
| -0.8% | -$20.7K | 0.23% | 84 |
|
|
2020
Q1 | $2.07M | Sell |
8,452
-67
| -0.8% | -$18.4K | 0.21% | 96 |
|
|
2019
Q4 | $2.33M | Buy |
+8,519
| New | +$2.21M | 0.24% | 143 |
|
|
2019
Q3 | – | Sell |
-2,500
| Closed | -$569K | – | 501 |
|
|
2019
Q2 | $569K | Hold |
2,500
| – | – | 0.08% | 201 |
|
|
2019
Q1 | $526K | Buy |
+2,500
| New | +$484K | 0.09% | 166 |
|
Other funds holding SPGI
VCM
VPM
