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S&p Global shares owned by Morris Retirement Advisors

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

Historical chart of Morris Retirement Advisors investment in S&p Global

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in S&p Global by Morris Retirement Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $399k 937 425.47
2023-12-31 $302k 686 440.64

More positions owned by Morris Retirement Advisors

Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD)
J P Morgan Exchange Traded F Income Etf (JPIE)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Ssga Active Etf Tr Blackstone Senr (SRLN)
First Tr Exchange-traded Rba Indl Etf (AIRR)
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)
Ishares Tr Us Aer Def Etf (ITA)
Apple (AAPL)
Amazon (AMZN)

View all positions for Morris Retirement 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
Amundi
Cantillon Capital Mgnt
Ubs Global Asset Management Americas

View all funds holding S&p Global