Alaethes Wealth »

S&p Global shares owned by Alaethes Wealth

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

Historical chart of Alaethes Wealth investment in S&p Global

Tip: Access up to 7 years of quarterly data

All positions including S&p Global held by Alaethes Wealth 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 Alaethes Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 4.6k 486.71
2025-06-30 $2.3M 4.4k 527.29
2025-03-31 $2.1M 4.2k 508.10
2024-12-31 $2.0M 4.1k 498.03

More positions owned by Alaethes Wealth

Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Global X Fds 1-3 Month T-bill (CLIP)
Microsoft Corporation (MSFT)
Ishares Tr Shrt Nat Mun Etf (SUB)
Amazon (AMZN)
Broadcom (AVGO)
Alphabet Cap Stk Cl C (GOOG)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Arista Networks Com Shs (ANET)
Meta Platforms Cl A (META)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)

View all positions for Alaethes Wealth

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