ACA
SPGI icon

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
2020
Q4 		– Sell
-45,000
Closed -$16.2M – 525
2020
Q3 		$16.2M Buy
+45,000
New +$15.9M 0.86% 24

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Aptus Capital Advisors's SPGI Position: Q1 2026 in Review

Aptus Capital Advisors increased its S&P Global (SPGI) stake by 114% in Q1 2026, buying an estimated $5.82M and bringing the position to 23,543 shares worth $10M. The position accounts for 0.08% of the portfolio, ranked #215.

Aptus Capital Advisors first reported a position in SPGI in Q1 2019 and has held it in 24 quarters since. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Aptus Capital Advisors held 23,543 shares of S&P Global worth $10M as of Q1 2026.
  • Aptus Capital Advisors bought 12,546 S&P Global shares in Q1 2026, an estimated $5.82M.
  • S&P Global made up 0.08% of Aptus Capital Advisors's portfolio in Q1 2026, its #215 holding.
  • Aptus Capital Advisors first reported a position in S&P Global in Q1 2019 and has held it in 24 quarters since.
  • 2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.