Aventus Investment Advisors’s S&P Global SPGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$20.4K Hold
50
0.01% 97
2026
Q1
$21.3K Hold
50
0.02% 94
2025
Q4
$26.1K Hold
50
0.02% 80
2025
Q3
$24.3K Hold
50
0.02% 86
2025
Q2
$26.4K Buy
+50
New +$25K 0.02% 79

Other funds holding SPGI

Aventus Investment Advisors's SPGI Position: Q2 2026 in Review

Aventus Investment Advisors held its S&P Global (SPGI) position steady in Q2 2026 at 50 shares worth $20.4K. The position accounts for 0.01% of the portfolio, ranked #97.

Aventus Investment Advisors first reported a position in SPGI in Q2 2025 and has held it in 5 quarters since. The position peaked at $26.4K in Q2 2025. 595 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Aventus Investment Advisors held 50 shares of S&P Global worth $20.4K as of Q2 2026.
  • Aventus Investment Advisors left its S&P Global share count unchanged in Q2 2026.
  • S&P Global made up 0.01% of Aventus Investment Advisors's portfolio in Q2 2026, its #97 holding.
  • Aventus Investment Advisors first reported a position in S&P Global in Q2 2025 and has held it in 5 quarters since.
  • Aventus Investment Advisors's S&P Global position peaked at $26.4K in Q2 2025.
  • 595 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Aventus Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.