AA Financial Advisors »

S&p Global shares owned by AA Financial Advisors

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

Historical chart of AA Financial Advisors investment in S&p Global

Tip: Access up to 7 years of quarterly data

All positions including S&p Global held by AA Financial 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 AA Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $268k 551 486.71
2025-06-30 $291k 551 527.29

More positions owned by AA Financial Advisors

Vanguard Index Fds Small Cp Etf (VB)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Vanguard Index Fds Total Stk Mkt (VTI)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)
Legg Mason Etf Invt Clearbridge Lrg (LRGE)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)

View all positions for AA Financial Advisors

Top funds holding S&p Global

Vanguard Group
BlackRock
State Street Corporation
TCI Fund Management
Morgan Stanley
Geode Capital Management
Wellington Management Company
FMR
Northern Trust
Ubs Global Asset Management Americas
Wells Fargo & Company
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Lombard Odier Asset Management
Goldman Sachs Group
Invesco

View all funds holding S&p Global