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S&p Global shares owned by Wealth Enhancement Advisory Services

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

Historical chart of Wealth Enhancement Advisory Services investment in S&p Global

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in S&p Global by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $36M 84k 425.45
2023-12-31 $36M 82k 440.52
2023-09-30 $37M 102k 365.41
2023-06-30 $316k 789 401.03
2021-09-30 $12M 25k 464.63
2021-06-30 $1.2M 3.0k 411.55

More positions owned by Wealth Enhancement Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Msci Intl Moment (IMTM)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Alps Etf Tr Smith Core Plus (SMTH)
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)
Amazon (AMZN)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
American Centy Etf Tr Us Large Cap Vlu (AVLV)

View all positions for Wealth Enhancement Advisory Services

Top funds holding S&p Global

Vanguard Group
BlackRock
TCI Fund Management
Wellington Management Company
Geode Capital Management
FMR
Morgan Stanley
Bank of America Corporation
Edgewood Management
Northern Trust
Legal & General Group
Wells Fargo & Company
T. Rowe Price Associates
Parnassus Investments
Goldman Sachs Group

View all funds holding S&p Global