Annapolis Financial Services »

S&p Global shares owned by Annapolis Financial Services

Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Annapolis Financial Services from 13F filings

Historical chart of Annapolis Financial Services investment in S&p Global

Tip: Access up to 7 years of quarterly data

All positions including S&p Global held by Annapolis Financial Services 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 Annapolis Financial Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $13k 31 425.45
2023-12-31 $14k 31 440.55
2023-09-30 $13k 35 365.43
2023-06-30 $14k 35 400.91
2023-03-31 $11k 31 344.77
2022-12-31 $10k 31 334.94
2022-09-30 $15k 49 306.12

More positions owned by Annapolis Financial Services

American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard World Mega Cap Index (MGC)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Small Cp Etf (VB)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Annapolis Financial Services

Top funds holding S&p Global

Vanguard Group
Jpmorgan Chase & Co
Wellington Management Company
Bank of America Corporation
Norges Bank Investment Management
Goldman Sachs Group
Legal & General Group
T. Rowe Price Associates
Wells Fargo & Company
Parnassus Investments
Bank of New York Mellon
Sustainable Growth Advisers
Cantillon Capital Mgnt
Amundi
Ubs Global Asset Management Americas

View all funds holding S&p Global