AG Asset Advisory »

S&p Global shares owned by AG Asset Advisory

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

Historical chart of AG Asset Advisory investment in S&p Global

Tip: Access up to 7 years of quarterly data

All positions including S&p Global held by AG Asset Advisory 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 AG Asset Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $348k 714 486.71
2025-06-30 $377k 714 527.29
2025-03-31 $363k 714 508.10
2024-12-31 $356k 714 498.03

More positions owned by AG Asset Advisory

Meta Platforms Cl A (META)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Kayne Anderson Bdc Com Shs (KBDC)
Dimensional Etf Trust Internatnal Val (DFIV)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
PIMCO Corporate Income Fund (PCN)
Amazon (AMZN)
PIMCO Corporate Opportunity Fund (PTY)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Kayne Anderson MLP Investment (KYN)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for AG Asset Advisory

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