Aptus Capital Advisors’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.59M | Buy |
8,700
+3,308
| +61% | +$1.74M | 0.04% | 298 |
|
|
2025
Q1 | $2.74M | Buy |
5,392
+1,432
| +36% | +$728K | 0.03% | 351 |
|
|
2024
Q4 | $1.97M | Buy |
3,960
+739
| +23% | +$368K | 0.02% | 391 |
|
|
2024
Q3 | $1.66M | Buy |
3,221
+412
| +15% | +$213K | 0.02% | 335 |
|
|
2024
Q2 | $1.25M | Buy |
2,809
+215
| +8% | +$95.9K | 0.02% | 352 |
|
|
2024
Q1 | $1.1M | Buy |
2,594
+470
| +22% | +$200K | 0.02% | 374 |
|
|
2023
Q4 | $936K | Buy |
2,124
+77
| +4% | +$33.9K | 0.03% | 299 |
|
|
2023
Q3 | $748K | Buy |
2,047
+1,022
| +100% | +$373K | 0.02% | 324 |
|
|
2023
Q2 | $411K | Buy |
+1,025
| New | +$411K | 0.01% | 334 |
|
|
2022
Q2 | – | Sell |
-18,878
| Closed | -$7.74M | – | 719 |
|
|
2022
Q1 | $7.74M | Buy |
18,878
+2,984
| +19% | +$1.22M | 0.19% | 67 |
|
|
2021
Q4 | $7.5M | Buy |
15,894
+2,303
| +17% | +$1.09M | 0.23% | 55 |
|
|
2021
Q3 | $5.78M | Sell |
13,591
-3,934
| -22% | -$1.67M | 0.15% | 56 |
|
|
2021
Q2 | $7.19M | Buy |
17,525
+702
| +4% | +$288K | 0.21% | 41 |
|
|
2021
Q1 | $5.94M | Buy |
16,823
+6,866
| +69% | +$2.42M | 0.21% | 40 |
|
|
2020
Q4 | $3.27M | Buy |
9,957
+1,295
| +15% | +$426K | 0.15% | 72 |
|
|
2020
Q3 | $3.12M | Buy |
8,662
+279
| +3% | +$101K | 0.17% | 60 |
|
|
2020
Q2 | $2.76M | Sell |
8,383
-69
| -0.8% | -$22.7K | 0.17% | 68 |
|
|
2020
Q1 | $2.07M | Sell |
8,452
-67
| -0.8% | -$16.4K | 0.18% | 82 |
|
|
2019
Q4 | $2.33M | Buy |
+8,519
| New | +$2.33M | 0.16% | 97 |
|
|
2019
Q3 | – | Sell |
-2,500
| Closed | -$569K | – | 450 |
|
|
2019
Q2 | $569K | Hold |
2,500
| – | – | 0.08% | 194 |
|
|
2019
Q1 | $526K | Buy |
+2,500
| New | +$526K | 0.09% | 164 |
|