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Avantra Family Wealth’s S&P Global SPGI Stock Holding History

Avantra Family Wealth’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
-530
Closed -$277K – 177
2025
Q4 		$277K Buy
530
+8
+2% +$3.96K 0.2% 130
2025
Q3 		$254K Sell
522
-26
-5% -$13.9K 0.19% 137
2025
Q2 		$289K Buy
548
+29
+6% +$14.5K 0.24% 105
2025
Q1 		$264K Sell
519
-127
-20% -$64.9K 0.25% 128
2024
Q4 		$322K Buy
+646
New +$328K 0.3% 115

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $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

Avantra Family Wealth's SPGI Position: Q1 2026 in Review

Avantra Family Wealth sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 530 shares — an estimated $277K sold.

Avantra Family Wealth first reported a position in SPGI in Q4 2024 and held it in 5 quarters. The position peaked at $322K in Q4 2024. 2,115 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Avantra Family Wealth reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • Avantra Family Wealth sold 530 S&P Global shares in Q1 2026, an estimated $277K.
  • Avantra Family Wealth first reported a position in S&P Global in Q4 2024 and held it in 5 quarters.
  • Avantra Family Wealth's S&P Global position peaked at $322K in Q4 2024.
  • 2,115 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Avantra Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.