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Aviso Wealth Management

SEC CIK
0002011802
Latest filing
Aug 4, 2026

SPGI holding history

S&P Global Inc. in every 13F filed by Aviso Wealth Management, 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q4 2023
Holdings of SPGI by Aviso Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−553−100.0%Sold outHolders
Q1 2026553$235.6K0.1%−15−2.6%ReducedHolders
Q4 2025568$296.9K0.1%+31+5.8%AddedHolders
Q3 2025537$261.5K0.1%−4−0.7%ReducedHolders
Q2 2025541$285.4K0.1%+28+5.5%AddedHolders
Q1 2025513$260.8K0.1%−12−2.3%ReducedHolders
Q4 2024525$261.6K0.1%+2+0.4%AddedHolders
Q3 2024523$270.3K0.1%−28−5.1%ReducedHolders
Q2 2024551$245.8K0.1%+28+5.4%AddedHolders
Q1 2024523$222.6K0.1%+31+6.3%AddedHolders
Q4 2023492$216.8K0.2%–No prior filingHolders