Investment Planning Advisors »

S&p Global shares owned by Investment Planning Advisors

Quarter-by-quarter ownership of S&p Global shares owned by Investment Planning Advisors from 13F filings

Historical chart of Investment Planning Advisors investment in S&p Global

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in S&p Global by Investment Planning Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $237k 581 407.37

More positions owned by Investment Planning Advisors

Spdr Series Trust St Str P500etf (SPYM)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Index Fds Extend Mkt Etf (VXF)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ea Series Trust Freedom 100 Em (FRDM)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Index Shs Fds St Str Msci Glb (SPGM)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)

View all positions for Investment Planning Advisors

Top funds holding S&p Global

Clio Asset Management
Krueger & Catalano Capital Partners
Citrine Capital
Cape Investment Advisory
Perryman Financial Advisory Inc /ad
S Harris Financial Group
Malaga Cove Capital
Mattern Wealth Management
Investment Planning Advisors

View all funds holding S&p Global