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S&p Global shares owned by UMA Financial Services

Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in S&p Global

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

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Quarterly reported holdings in S&p Global by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $236k 578 408.56
2021-12-31 $209k 468 446.58
2021-09-30 $210k 474 443.04
2021-06-30 $200k 478 418.41

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Eafe Grwth Etf (EFG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for UMA Financial Services

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