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S&p Global shares owned by Athena Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2026-03-31 $223k 524 424.96
2025-12-31 $224k 429 522.97

More positions owned by Athena Wealth Management

Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)
Putnam Etf Trust Focused Lar Cap (PVAL)
Exxon Mobil Corporation (XOM)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Citigroup Com New (C)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Astrazeneca Ord (AZN)
Cisco Systems (CSCO)
Amazon (AMZN)
ConocoPhillips (COP)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Hilton Worldwide Holdings (HLT)
Ares Capital Corporation (ARCC)

View all positions for Athena Wealth Management

Top funds holding S&p Global

Vanguard Group
BlackRock
State Street Corporation
TCI Fund Management
Geode Capital Management
Wellington Management Company
Norges Bank Investment Management
Wells Fargo & Company
FMR
Northern Trust
Capital Research and Management Company - Division 3
Ubs Global Asset Management Americas
Goldman Sachs Group
Invesco
Charles Schwab Investment Management

View all funds holding S&p Global