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Aveo Capital Partners’s S&P Global SPGI Stock Holding History

Aveo Capital 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
2025
Q1 		– Sell
-531
Closed -$264K – 306
2024
Q4 		$264K Buy
531
+55
+12% +$27.9K 0.03% 306
2024
Q3 		$246K Buy
476
+3
+0.6% +$1.49K 0.03% 305
2024
Q2 		$211K Sell
473
-35
-7% -$15K 0.02% 304
2024
Q1 		$216K Buy
508
+19
+4% +$8.23K 0.02% 344
2023
Q4 		$215K Buy
+489
New +$193K 0.03% 319

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

Aveo Capital Partners's SPGI Position: Q1 2025 in Review

Aveo Capital Partners sold out of S&P Global (SPGI) in Q1 2025, closing a stake of 531 shares — an estimated $264K sold.

Aveo Capital Partners first reported a position in SPGI in Q4 2023 and held it in 5 quarters. The position peaked at $264K in Q4 2024. 2,076 funds tracked by Wall St. Rank hold SPGI as of Q1 2025.

  • Aveo Capital Partners reported no remaining S&P Global position as of Q1 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 531 S&P Global shares in Q1 2025, an estimated $264K.
  • Aveo Capital Partners first reported a position in S&P Global in Q4 2023 and held it in 5 quarters.
  • Aveo Capital Partners's S&P Global position peaked at $264K in Q4 2024.
  • 2,076 funds tracked by Wall St. Rank held S&P Global as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.