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S&p Global shares owned by HB Wealth Management

Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by HB Wealth Management from 13F filings

Historical chart of HB Wealth Management investment in S&p Global

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

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Quarterly reported holdings in S&p Global by HB Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 4.4k 425.45
2023-12-31 $1.9M 4.3k 440.52
2023-09-30 $1.5M 4.2k 365.41
2023-06-30 $1.3M 3.2k 400.89
2023-03-31 $970k 2.8k 344.77
2022-12-31 $1.1M 3.2k 334.94
2022-09-30 $967k 3.2k 305.34
2022-06-30 $941k 2.8k 337.16
2022-03-31 $879k 2.1k 410.17
2021-12-31 $909k 1.9k 471.72

More positions owned by HB Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Home Depot (HD)
Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Tesla Motors (TSLA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for HB Wealth Management

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
Amundi
Cantillon Capital Mgnt
Ubs Global Asset Management Americas

View all funds holding S&p Global