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S&p Global shares owned by Capital Planning Advisors

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

Historical chart of Capital Planning Advisors investment in S&p Global

Tip: Access up to 7 years of quarterly data

All positions including S&p Global held by Capital Planning 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 Planning Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $324k 736 440.52
2023-09-30 $263k 719 365.41
2023-06-30 $384k 958 400.89

More positions owned by Capital Planning Advisors

Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Us Treas Bd Etf (GOVT)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)
Ishares Tr Msci Intl Qualty (IQLT)
Alphabet Cap Stk Cl A (GOOGL)
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)
Investment Managers Ser Tr Knwldl Ld Etf (KLDW)
Costco Wholesale Corporation (COST)

View all positions for Capital Planning 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