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S&p Global shares owned by Bruce G. Allen Investments

Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Bruce G. Allen Investments from 13F filings

Historical chart of Bruce G. Allen Investments investment in S&p Global

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All positions including S&p Global held by Bruce G. Allen Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in S&p Global by Bruce G. Allen Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $120k 246 486.71
2025-06-30 $133k 253 527.29
2025-03-31 $129k 254 508.10
2024-12-31 $131k 263 498.03
2024-09-30 $136k 264 516.62
2024-06-30 $137k 307 446.00
2024-03-31 $141k 332 425.45
2023-12-31 $125k 284 440.52

More positions owned by Bruce G. Allen Investments

Ishares Msci Eafe Value Etf Etf (EFV)
Vanguard Value Etf Etf (VTV)
Schwab Fundamental International Equity Etf Etf (FNDF)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Schwab Us Dividend Equity Etf Etf (SCHD)
Vanguard Mid-cap Value Etf Etf (VOE)
Sprott Asset Management Lp Physical Gold Tr Cef (PHYS)
Ipath Bloomberg Commodity Index Total Return Etn Etf (DJP)
Apple Stock (AAPL)
Vanguard Russell 1000 Value Etf Etf (VONV)
Spdr S&p 500 Etf Trust Etf (SPY)
Pimco Rafi Esg U.s. Etf Etf (RAFE)
Ishares Russell 1000 Value Etf Etf (IWD)
Ge Aerospace Stock (GE)
Vanguard Small Cap Value Etf Etf (VBR)

View all positions for Bruce G. Allen Investments

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