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Aptus Capital Advisors, LLC

SEC CIK
0001664193
Latest filing
Aug 12, 2026

SPGI holding history

S&P Global Inc. in every 13F filed by Aptus Capital Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPGI overviewAll 13F holders of SPGIFull Q2 2026 holdings

Shares (Q2 2026)
22,369
Value
$9.11M
% of portfolio
0.1%
Quarters held
18
Since Q1 2021
Holdings of SPGI by Aptus Capital Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202622,369$9.11M0.1%−1,174−5.0%ReducedHolders
Q1 202623,543$10.0M0.1%+12,546+114.1%AddedHolders
Q4 202510,997$5.75M<0.1%+1,103+11.1%AddedHolders
Q3 20259,894$4.82M<0.1%+1,194+13.7%AddedHolders
Q2 20258,700$4.59M<0.1%+3,308+61.4%AddedHolders
Q1 20255,392$2.74M<0.1%+1,432+36.2%AddedHolders
Q4 20243,960$1.97M<0.1%+739+22.9%AddedHolders
Q3 20243,221$1.66M<0.1%+412+14.7%AddedHolders
Q2 20242,809$1.25M<0.1%+215+8.3%AddedHolders
Q1 20242,594$1.10M<0.1%+470+22.1%AddedHolders
Q4 20232,124$935.7K<0.1%+77+3.8%AddedHolders
Q3 20232,047$748.0K<0.1%+1,022+99.7%AddedHolders
Q2 20231,025$410.9K<0.1%+1,025NewHolders
Q2 20220$00.0%−18,878−100.0%Sold outHolders
Q1 202218,878$7.74M0.2%+2,984+18.8%AddedHolders
Q4 202115,894$7.50M0.3%+2,303+16.9%AddedHolders
Q3 202113,591$5.78M0.2%−3,934−22.4%ReducedHolders
Q2 202117,525$7.19M0.3%+702+4.2%AddedHolders
Q1 202116,823$5.94M0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.