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S&p Global shares owned by Aprio Wealth Management

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

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

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All positions including S&p Global held by Aprio 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 Aprio Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $544k 1.1k 516.48
2024-06-30 $396k 889 445.83
2024-03-31 $297k 699 425.22
2023-12-31 $249k 565 440.18

More positions owned by Aprio Wealth Management

Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl High Profit (DIHP)
Ishares Msci Emrg Chn (EMXC)
Proshares Tr DJ BRKFLD GLB (TOLZ)
Simplify Exchange Traded Fun Short Term Trea (TUA)
Ishares Tr Residential Mult (REZ)
Vanguard World Health Car Etf (VHT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
First Tr Exchange-traded Nasd Tech Div (TDIV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Apple (AAPL)
First Tr Exchange Traded Nasdq Cln Edge (GRID)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Simplify Exchange Traded Fun Mbs Etf (MTBA)

View all positions for Aprio Wealth Management

Top funds holding S&p Global

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Capital Research and Management Company - Division 3
Geode Capital Management
Morgan Stanley
Bank of America Corporation
Edgewood Management
Invesco
Northern Trust
Goldman Sachs Group
Wells Fargo & Company
T. Rowe Price Associates
Parnassus Investments

View all funds holding S&p Global