Avior Wealth Management’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
Q1 | – | Sell |
-383
| Closed | -$200K | – | 856 |
|
|
2025
Q4 | $200K | Buy |
+383
| New | +$190K | 0.01% | 721 |
|
|
2025
Q2 | – | Sell |
-455
| Closed | -$231K | – | 774 |
|
|
2025
Q1 | $231K | Sell |
455
-10
| -2% | -$5.11K | 0.01% | 619 |
|
|
2024
Q4 | $232K | Buy |
465
+15
| +3% | +$7.61K | 0.01% | 659 |
|
|
2024
Q3 | $232K | Buy |
450
+70
| +18% | +$34.6K | 0.01% | 663 |
|
|
2024
Q2 | $169K | Sell |
380
-582
| -60% | -$250K | 0.01% | 714 |
|
|
2024
Q1 | $409K | Buy |
962
+710
| +282% | +$308K | 0.02% | 504 |
|
|
2023
Q4 | $111K | Sell |
252
-92
| -27% | -$36.3K | 0.01% | 600 |
|
|
2023
Q3 | $126K | Buy |
344
+11
| +3% | +$4.33K | 0.01% | 590 |
|
|
2023
Q2 | $133K | Sell |
333
-159
| -32% | -$58.1K | 0.01% | 589 |
|
|
2023
Q1 | $170K | Buy |
492
+175
| +55% | +$61.6K | 0.01% | 554 |
|
|
2022
Q4 | $106K | Hold |
317
| – | – | 0.01% | 530 |
|
|
2022
Q3 | $96K | Hold |
317
| – | – | 0.01% | 527 |
|
|
2022
Q2 | $106K | Hold |
317
| – | – | 0.01% | 483 |
|
|
2022
Q1 | $130K | Buy |
317
+1
| +0.3% | +$407 | 0.01% | 477 |
|
|
2021
Q4 | $149K | Hold |
316
| – | – | 0.01% | 457 |
|
|
2021
Q3 | $134K | Hold |
316
| – | – | 0.01% | 458 |
|
|
2021
Q2 | $129K | Sell |
316
-76
| -19% | -$29.2K | 0.01% | 443 |
|
|
2021
Q1 | $138K | Hold |
392
| – | – | 0.01% | 430 |
|
|
2020
Q4 | $128K | Buy |
392
+20
| +5% | +$6.75K | 0.02% | 417 |
|
|
2020
Q3 | $134K | Hold |
372
| – | – | 0.02% | 415 |
|
|
2020
Q2 | $122K | Hold |
372
| – | – | 0.02% | 422 |
|
|
2020
Q1 | $91K | Buy |
372
+66
| +22% | +$18.1K | 0.02% | 421 |
|
|
2019
Q4 | $83K | Hold |
306
| – | – | 0.01% | 442 |
|
|
2019
Q3 | $74K | Sell |
306
-137
| -31% | -$34.2K | 0.01% | 436 |
|
|
2019
Q2 | $101K | Buy |
+443
| New | +$96.8K | 0.02% | 406 |
|
|
2018
Q2 | – | Sell |
-8
| Closed | -$2K | – | 851 |
|
|
2018
Q1 | $2K | Hold |
8
| – | – | ﹤0.01% | 694 |
|
|
2017
Q4 | $1K | Buy |
+8
| New | +$1.31K | ﹤0.01% | 762 |
|
|
2016
Q4 | – | Sell |
-500
| Closed | -$63K | – | 513 |
|
|
2016
Q3 | $63K | Buy |
+500
| New | +$60.1K | 0.02% | 206 |
|
Other funds holding SPGI
Avior Wealth Management's SPGI Position: Q1 2026 in Review
Avior Wealth Management sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 383 shares — an estimated $200K sold.
Avior Wealth Management first reported a position in SPGI in Q3 2016 and held it in 28 quarters. The position peaked at $409K in Q1 2024. 2,119 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.
- Avior Wealth Management reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
- Avior Wealth Management sold 383 S&P Global shares in Q1 2026, an estimated $200K.
- Avior Wealth Management first reported a position in S&P Global in Q3 2016 and held it in 28 quarters.
- Avior Wealth Management's S&P Global position peaked at $409K in Q1 2024.
- 2,119 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.
Based on Avior Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.