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S&p Global shares owned by Accel Wealth Management

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

Historical chart of Accel Wealth Management investment in S&p Global

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

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Quarterly reported holdings in S&p Global by Accel Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $523k 1.1k 498.03
2024-09-30 $542k 1.0k 516.62
2024-06-30 $465k 1.0k 446.00
2024-03-31 $444k 1.0k 425.45

More positions owned by Accel Wealth Management

Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Ishares Tr Core Div Grwth (DGRO)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Vanguard World Energy Etf (VDE)
PIMCO Corporate Opportunity Fund (PTY)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Accel Wealth Management

Top funds holding S&p Global

Vanguard Group
BlackRock
State Street Corporation
TCI Fund Management
Wellington Management Company
Geode Capital Management
Morgan Stanley
Capital Research and Management Company - Division 3
FMR
Bank of America Corporation
Edgewood Management
Norges Bank Investment Management
Northern Trust
Ubs Global Asset Management Americas
Invesco

View all funds holding S&p Global