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S&p Global shares owned by Turtle Creek Wealth Advisors

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

Historical chart of Turtle Creek Wealth Advisors investment in S&p Global

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in S&p Global by Turtle Creek Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $124k 282 440.52

More positions owned by Turtle Creek Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Select Sector Spdr Tr Technology (XLK)
Blue Owl Capital Com Cl A (OWL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Ttl Stk (ITOT)
JPMorgan Chase & Co. (JPM)
Lam Research Corporation (LRCX)
Ishares Tr Rus 1000 Etf (IWB)
Caterpillar (CAT)
Kla Corp Com New (KLAC)
NVIDIA Corporation (NVDA)

View all positions for Turtle Creek Wealth 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