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Avantax Planning Partners’s S&P Global SPGI Stock Holding History

Avantax Planning Partners’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
Q1 		– Sell
-448
Closed -$234K – 462
2025
Q4 		$234K Hold
448
– – 0.01% 391
2025
Q3 		$218K Buy
448
+56
+14% +$30K 0.01% 405
2025
Q2 		$207K Buy
+392
New +$196K 0.01% 425
2025
Q1 		– Sell
-573
Closed -$285K – 455
2024
Q4 		$285K Buy
573
+13
+2% +$6.6K 0.01% 342
2024
Q3 		$289K Buy
560
+94
+20% +$46.5K 0.01% 343
2024
Q2 		$208K Buy
+466
New +$200K 0.01% 442
2023
Q3 		– Sell
-1,728
Closed -$693K – 385
2023
Q2 		$693K Sell
1,728
-260
-13% -$95K 0.03% 202
2023
Q1 		$685K Sell
1,988
-26
-1% -$9.15K 0.03% 204
2022
Q4 		$675K Buy
2,014
+74
+4% +$24.4K 0.03% 205
2022
Q3 		$592K Sell
1,940
-45
-2% -$16.1K 0.03% 205
2022
Q2 		$669K Sell
1,985
-11
-0.6% -$3.92K 0.03% 194
2022
Q1 		$819K Buy
1,996
+78
+4% +$31.8K 0.03% 179
2021
Q4 		$905K Buy
1,918
+37
+2% +$16.9K 0.04% 167
2021
Q3 		$799K Buy
1,881
+34
+2% +$14.7K 0.04% 159
2021
Q2 		$758K Buy
+1,847
New +$710K 0.04% 160
2018
Q4 		– Sell
-130
Closed -$25K – 1056
2018
Q3 		$25K Buy
+130
New +$26.8K ﹤0.01% 651
2018
Q2 		– Sell
-257
Closed -$49K – 1295
2018
Q1 		$49K Buy
+257
New +$47.4K ﹤0.01% 535
2017
Q4 		– Sell
-1,994
Closed -$312K – 349
2017
Q3 		$312K Buy
1,994
+26
+1% +$3.95K 0.02% 265
2017
Q2 		$287K Hold
1,968
– – 0.02% 263
2017
Q1 		$257K Sell
1,968
-15
-0.8% -$1.86K 0.02% 262
2016
Q4 		$213K Buy
+1,983
New +$237K 0.02% 288

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Avantax Planning Partners's SPGI Position: Q1 2026 in Review

Avantax Planning Partners sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 448 shares — an estimated $234K sold.

Avantax Planning Partners first reported a position in SPGI in Q4 2016 and held it in 21 quarters. The position peaked at $905K in Q4 2021. 2,119 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Avantax Planning Partners reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • Avantax Planning Partners sold 448 S&P Global shares in Q1 2026, an estimated $234K.
  • Avantax Planning Partners first reported a position in S&P Global in Q4 2016 and held it in 21 quarters.
  • Avantax Planning Partners's S&P Global position peaked at $905K in Q4 2021.
  • 2,119 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.