Valeo Financial 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 | $1.42M | Sell |
3,492
-353
| -9% | -$149K | 0.03% | 241 |
|
|
2026
Q1 | $1.64M | Sell |
3,845
-1,220
| -24% | -$566K | 0.04% | 186 |
|
|
2025
Q4 | $2.65M | Buy |
5,065
+472
| +10% | +$234K | 0.06% | 148 |
|
|
2025
Q3 | $2.24M | Sell |
4,593
-143
| -3% | -$76.6K | 0.05% | 152 |
|
|
2025
Q2 | $2.5M | Buy |
4,736
+263
| +6% | +$131K | 0.06% | 147 |
|
|
2025
Q1 | $2.27M | Buy |
4,473
+29
| +0.7% | +$14.8K | 0.06% | 138 |
|
|
2024
Q4 | $2.21M | Buy |
4,444
+79
| +2% | +$40.1K | 0.06% | 141 |
|
|
2024
Q3 | $2.25M | Buy |
4,365
+206
| +5% | +$102K | 0.06% | 137 |
|
|
2024
Q2 | $1.85M | Buy |
4,159
+283
| +7% | +$121K | 0.06% | 155 |
|
|
2024
Q1 | $1.6M | Sell |
3,876
-17
| -0.4% | -$7.37K | 0.06% | 165 |
|
|
2023
Q4 | $1.71M | Sell |
3,893
-598
| -13% | -$236K | 0.07% | 150 |
|
|
2023
Q3 | $1.64M | Buy |
4,491
+579
| +15% | +$228K | 0.07% | 148 |
|
|
2023
Q2 | $1.57M | Sell |
3,912
-102
| -3% | -$37.3K | 0.07% | 149 |
|
|
2023
Q1 | $1.38M | Sell |
4,014
-755
| -16% | -$266K | 0.07% | 176 |
|
|
2022
Q4 | $1.6M | Buy |
4,769
+1,891
| +66% | +$623K | 0.09% | 137 |
|
|
2022
Q3 | $879K | Buy |
2,878
+437
| +18% | +$156K | 0.06% | 185 |
|
|
2022
Q2 | $823K | Sell |
2,441
-196
| -7% | -$69.9K | 0.05% | 187 |
|
|
2022
Q1 | $1.08M | Buy |
2,637
+401
| +18% | +$163K | 0.06% | 192 |
|
|
2021
Q4 | $1.05M | Buy |
2,236
+25
| +1% | +$11.4K | 0.06% | 184 |
|
|
2021
Q3 | $940K | Buy |
+2,211
| New | +$958K | 0.05% | 198 |
|
|
2021
Q2 | – | Sell |
-167
| Closed | -$59K | – | 1631 |
|
|
2021
Q1 | $59K | Buy |
167
+80
| +92% | +$26.6K | ﹤0.01% | 805 |
|
|
2020
Q4 | $29K | Buy |
87
+15
| +21% | +$5.06K | ﹤0.01% | 937 |
|
|
2020
Q3 | $26K | Sell |
72
-440
| -86% | -$155K | ﹤0.01% | 855 |
|
|
2020
Q2 | $169K | Buy |
512
+24
| +5% | +$7.22K | 0.02% | 354 |
|
|
2020
Q1 | $129K | Sell |
488
-115
| -19% | -$31.5K | 0.01% | 370 |
|
|
2019
Q4 | $165K | Buy |
603
+92
| +18% | +$23.9K | 0.02% | 353 |
|
|
2019
Q3 | $125K | Buy |
511
+27
| +6% | +$6.75K | 0.01% | 381 |
|
|
2019
Q2 | $110K | Buy |
484
+377
| +352% | +$82.3K | 0.01% | 410 |
|
|
2019
Q1 | $23K | Sell |
107
-7
| -6% | -$1.36K | ﹤0.01% | 751 |
|
|
2018
Q4 | $19K | Sell |
114
-12
| -10% | -$2.15K | ﹤0.01% | 725 |
|
|
2018
Q3 | $23K | Sell |
126
-11
| -8% | -$2.27K | ﹤0.01% | 740 |
|
|
2018
Q2 | $28K | Buy |
137
+2
| +1% | +$395 | ﹤0.01% | 676 |
|
|
2018
Q1 | $26K | Hold |
135
| – | – | ﹤0.01% | 647 |
|
|
2017
Q4 | $23K | Buy |
135
+116
| +611% | +$18.9K | ﹤0.01% | 643 |
|
|
2017
Q3 | $3K | Buy |
+19
| New | +$2.89K | ﹤0.01% | 974 |
|
Other funds holding SPGI
Valeo Financial Advisors's SPGI Position: Q2 2026 in Review
Valeo Financial Advisors reduced its S&P Global (SPGI) stake by 9.2% in Q2 2026, selling an estimated $149K and leaving 3,492 shares worth $1.42M. The position accounts for 0.03% of the portfolio, ranked #241.
Valeo Financial Advisors first reported a position in SPGI in Q3 2017 and has held it in 35 quarters since. The position peaked at $2.65M in Q4 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.
- Valeo Financial Advisors held 3,492 shares of S&P Global worth $1.42M as of Q2 2026.
- Valeo Financial Advisors sold 353 S&P Global shares in Q2 2026, an estimated $149K.
- S&P Global made up 0.03% of Valeo Financial Advisors's portfolio in Q2 2026, its #241 holding.
- Valeo Financial Advisors first reported a position in S&P Global in Q3 2017 and has held it in 35 quarters since.
- Valeo Financial Advisors's S&P Global position peaked at $2.65M in Q4 2025.
- 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.