Aventura Private Wealth »

S&p Global shares owned by Aventura Private Wealth

Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Aventura Private Wealth from 13F filings

Historical chart of Aventura Private Wealth investment in S&p Global

Tip: Access up to 7 years of quarterly data

All positions including S&p Global held by Aventura Private Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in S&p Global by Aventura Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $807k 1.5k 522.73
2025-09-30 $839k 1.7k 486.80
2025-06-30 $903k 1.7k 527.36
2025-03-31 $901k 1.8k 508.14
2024-12-31 $848k 1.7k 498.05

More positions owned by Aventura Private Wealth

Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)
Neos S&p 500 High Income Etf Etf (SPYI)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
Meta Platforms Inc Cl A Stock (META)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Vanguard S&p 500 Etf Etf (VOO)
Mastercard Incorporated Cl A Stock (MA)
Eli Lilly & Co Stock (LLY)
Netflix Stock (NFLX)
Jpmorgan Equity Premium Income Etf Etf (JEPI)
Booking Holdings Stock (BKNG)
Exxon Mobil Corp Stock (XOM)

View all positions for Aventura Private Wealth

Top funds holding S&p Global

Vanguard Group
BlackRock
State Street Corporation
TCI Fund Management
Geode Capital Management
Wellington Management Company
FMR
Northern Trust
Ubs Global Asset Management Americas
Wells Fargo & Company
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Lombard Odier Asset Management
Goldman Sachs Group
Invesco
Edgewood Management

View all funds holding S&p Global