AAS
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Avantax Advisory Services’s S&P Global SPGI Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$11.3M Buy
21,457
+850
+4% +$424K 0.06% 247
2025
Q1 		$10.5M Buy
20,607
+666
+3% +$340K 0.06% 236
2024
Q4 		$9.93M Sell
19,941
-696
-3% -$353K 0.06% 229
2024
Q3 		$10.7M Sell
20,637
-2,888
-12% -$1.43M 0.07% 206
2024
Q2 		$10.5M Buy
23,525
+14,590
+163% +$6.26M 0.07% 195
2024
Q1 		$3.8M Buy
8,935
+317
+4% +$137K 0.03% 371
2023
Q4 		$3.8M Buy
8,618
+691
+9% +$273K 0.04% 331
2023
Q3 		$2.9M Buy
7,927
+968
+14% +$381K 0.03% 363
2023
Q2 		$2.79M Buy
6,959
+150
+2% +$54.8K 0.03% 370
2023
Q1 		$2.35M Buy
6,809
+1,522
+29% +$536K 0.03% 397
2022
Q4 		$1.77M Buy
5,287
+797
+18% +$263K 0.02% 456
2022
Q3 		$1.37M Buy
4,490
+475
+12% +$170K 0.02% 469
2022
Q2 		$1.35M Buy
4,015
+1,441
+56% +$514K 0.02% 472
2022
Q1 		$1.05M Buy
2,574
+273
+12% +$111K 0.01% 530
2021
Q4 		$1.09M Buy
2,301
+489
+27% +$224K 0.02% 517
2021
Q3 		$768K Buy
1,812
+1,094
+152% +$474K 0.01% 566
2021
Q2 		$293K Buy
718
+33
+5% +$12.7K 0.01% 913
2021
Q1 		$242K Buy
685
+62
+10% +$20.6K 0.01% 895
2020
Q4 		$206K Sell
623
-2,499
-80% -$843K ﹤0.01% 872
2020
Q3 		$1.13M Buy
3,122
+20
+0.6% +$7.06K 0.02% 512
2020
Q2 		$1.02M Sell
3,102
-881
-22% -$265K 0.03% 341
2020
Q1 		$974K Sell
3,983
-3,156
-44% -$866K 0.03% 309
2019
Q4 		$1.95M Buy
7,139
+111
+2% +$28.8K 0.05% 213
2019
Q3 		$1.72M Buy
7,028
+1,634
+30% +$408K 0.07% 145
2019
Q2 		$1.23M Buy
+5,394
New +$1.18M 0.05% 165

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Avantax Advisory Services's SPGI Position: Q2 2025 in Review

Avantax Advisory Services increased its S&P Global (SPGI) stake by 4.1% in Q2 2025, buying an estimated $424K and bringing the position to 21,457 shares worth $11.3M. The position accounts for 0.06% of the portfolio, ranked #247.

Avantax Advisory Services first reported a position in SPGI in Q2 2019 and has held it in 25 quarters since. 2,062 funds tracked by Wall St. Rank hold SPGI as of Q2 2025.

  • Avantax Advisory Services held 21,457 shares of S&P Global worth $11.3M as of Q2 2025.
  • Avantax Advisory Services bought 850 S&P Global shares in Q2 2025, an estimated $424K.
  • S&P Global made up 0.06% of Avantax Advisory Services's portfolio in Q2 2025, its #247 holding.
  • Avantax Advisory Services first reported a position in S&P Global in Q2 2019 and has held it in 25 quarters since.
  • 2,062 funds tracked by Wall St. Rank held S&P Global as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.