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S&p Global shares owned by Burkett Financial Services

Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Burkett Financial Services from 13F filings

Historical chart of Burkett Financial Services investment in S&p Global

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All positions including S&p Global held by Burkett Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in S&p Global by Burkett Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9k 6 489.50
2025-06-30 $3.2k 6 529.33
2025-03-31 $3.1k 6 509.17
2024-12-31 $3.0k 6 498.00
2024-09-30 $3.1k 6 516.67

More positions owned by Burkett Financial Services

Schwab US Large Cap Growth ETF Equity (SCHG)
Schwab US Dividend Equity ETF Equity (SCHD)
Vanguard FTSE Developed Markets ETF Equity (VEA)
MSCI EAFA Hedged Dollar ETF Equity (DBEF)
Eagle Capital Select Equity ETF Equity (EAGL)
Calamos S&P Structured ALT ETF Equity (CPSL)
iShares MSCI Min Vol Emerging Markets ETF Equity (EEMV)
iShares S&P 400 Mid Index Equity (IJH)
Loar Holdings Equity (LOAR)
iShares S&P 600 Small Cap Index Equity (IJR)
Vanguard Intermediate Treasury ETF Equity (VGIT)
Apple Equity (AAPL)
Microsoft Corp Equity (MSFT)
Schwab Mid Cap Blend ETF Equity (SCHM)
AT&T Corp Equity (T)

View all positions for Burkett Financial Services

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