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S&p Global shares owned by Capital Advisors

Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Capital Advisors from 13F filings

Historical chart of Capital Advisors investment in S&p Global

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

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Quarterly reported holdings in S&p Global by Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $326k 765 426.14
2023-12-31 $326k 739 441.14
2023-09-30 $278k 761 365.31
2023-06-30 $295k 735 401.36
2023-03-31 $203k 590 344.07
2022-12-31 $199k 701 283.88
2022-09-30 $161k 528 304.92
2022-06-30 $154k 458 336.24
2022-03-31 $151k 368 410.33
2021-12-31 $78k 165 472.73

More positions owned by Capital Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Caesars Entertainment (CZR)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Capital Advisors

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