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Aptus Capital Advisors’s S&P Global SPGI Stock Holding History

Aptus Capital 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
2026
Q2 		$4.5M Sell
11,039
-12,504
-53% -$5.28M 0.03% 383
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 0.04% 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 0.04% 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 0.02% 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 – 729
2022
Q1 		$7.74M Buy
18,878
+2,984
+19% +$1.22M 0.19% 75
2021
Q4 		$7.5M Buy
15,894
+2,303
+17% +$1.05M 0.23% 63
2021
Q3 		$5.78M Sell
13,591
-3,934
-22% -$1.7M 0.15% 75
2021
Q2 		$7.19M Buy
17,525
+702
+4% +$270K 0.21% 60
2021
Q1 		$5.94M Buy
16,823
+6,866
+69% +$2.29M 0.21% 60
2020
Q4 		$3.27M Buy
9,957
+1,295
+15% +$437K 0.15% 91
2020
Q3 		$3.12M Buy
8,662
+279
+3% +$98.4K 0.17% 81
2020
Q2 		$2.76M Sell
8,383
-69
-0.8% -$20.7K 0.17% 84
2020
Q1 		$2.07M Sell
8,452
-67
-0.8% -$18.4K 0.18% 96
2019
Q4 		$2.33M Buy
+8,519
New +$2.21M 0.16% 143
2019
Q3 		– Sell
-2,500
Closed -$569K – 500
2019
Q2 		$569K Hold
2,500
– – 0.08% 201
2019
Q1 		$526K Buy
+2,500
New +$484K 0.09% 166

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Aptus Capital Advisors's SPGI Position: Q2 2026 in Review

Aptus Capital Advisors reduced its S&P Global (SPGI) stake by 53% in Q2 2026, selling an estimated $5.28M and leaving 11,039 shares worth $4.5M. The position accounts for 0.03% of the portfolio, ranked #383.

Aptus Capital Advisors first reported a position in SPGI in Q1 2019 and has held it in 25 quarters since. The position peaked at $10M in Q1 2026. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Aptus Capital Advisors held 11,039 shares of S&P Global worth $4.5M as of Q2 2026.
  • Aptus Capital Advisors sold 12,504 S&P Global shares in Q2 2026, an estimated $5.28M.
  • S&P Global made up 0.03% of Aptus Capital Advisors's portfolio in Q2 2026, its #383 holding.
  • Aptus Capital Advisors first reported a position in S&P Global in Q1 2019 and has held it in 25 quarters since.
  • Aptus Capital Advisors's S&P Global position peaked at $10M in Q1 2026.
  • 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.