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

Sheaff Brock Investment Advisors’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
2024
Q1 		– Sell
-1,117
Closed -$492K – 525
2023
Q4 		$492K Buy
1,117
+15
+1% +$5.92K 0.04% 270
2023
Q3 		$403K Hold
1,102
– – 0.04% 281
2023
Q2 		$442K Buy
1,102
+3
+0.3% +$1.1K 0.04% 283
2023
Q1 		$379K Buy
1,099
+2
+0.2% +$704 0.03% 310
2022
Q4 		$367K Buy
1,097
+19
+2% +$6.26K 0.04% 300
2022
Q3 		$329K Buy
1,078
+3
+0.3% +$1.07K 0.04% 310
2022
Q2 		$362K Buy
1,075
+2
+0.2% +$713 0.03% 297
2022
Q1 		$440K Buy
1,073
+2
+0.2% +$815 0.03% 298
2021
Q4 		$505K Buy
1,071
+2
+0.2% +$915 0.03% 279
2021
Q3 		$454K Sell
1,069
-12
-1% -$5.2K 0.03% 287
2021
Q2 		$444K Buy
1,081
+2
+0.2% +$769 0.03% 286
2021
Q1 		$381K Sell
1,079
-2,969
-73% -$988K 0.03% 302
2020
Q4 		$1.33M Sell
4,048
-74
-2% -$25K 0.11% 116
2020
Q3 		$1.49M Sell
4,122
-221
-5% -$78K 0.14% 103
2020
Q2 		$1.43M Sell
4,343
-459
-10% -$138K 0.14% 90
2020
Q1 		$1.18M Sell
4,802
-296
-6% -$81.2K 0.16% 88
2019
Q4 		$1.39M Sell
5,098
-269
-5% -$69.9K 0.14% 100
2019
Q3 		$1.31M Sell
5,367
-274
-5% -$68.5K 0.14% 108
2019
Q2 		$1.28M Sell
5,641
-269
-5% -$58.8K 0.14% 106
2019
Q1 		$1.24M Sell
5,910
-43
-0.7% -$8.33K 0.15% 110
2018
Q4 		$1.01M Sell
5,953
-13
-0.2% -$2.33K 0.16% 114
2018
Q3 		$1.17M Sell
5,966
-14
-0.2% -$2.89K 0.11% 129
2018
Q2 		$1.22M Buy
5,980
+4,830
+420% +$954K 0.12% 123
2018
Q1 		$220K Buy
+1,150
New +$212K 0.02% 444

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sheaff Brock Investment Advisors's SPGI Position: Q1 2024 in Review

Sheaff Brock Investment Advisors sold out of S&P Global (SPGI) in Q1 2024, closing a stake of 1,117 shares — an estimated $492K sold.

Sheaff Brock Investment Advisors first reported a position in SPGI in Q1 2018 and held it in 24 quarters. The position peaked at $1.49M in Q3 2020. 1,836 funds tracked by Wall St. Rank hold SPGI as of Q1 2024.

  • Sheaff Brock Investment Advisors reported no remaining S&P Global position as of Q1 2024 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 1,117 S&P Global shares in Q1 2024, an estimated $492K.
  • Sheaff Brock Investment Advisors first reported a position in S&P Global in Q1 2018 and held it in 24 quarters.
  • Sheaff Brock Investment Advisors's S&P Global position peaked at $1.49M in Q3 2020.
  • 1,836 funds tracked by Wall St. Rank held S&P Global as of Q1 2024.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2024, filed 14 May 2024.