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S&p Global shares owned by Burling Wealth Partners

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

Historical chart of Burling Wealth Partners investment in S&p Global

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All positions including S&p Global held by Burling Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in S&p Global by Burling Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $859k 1.8k 486.71
2025-06-30 $1.1M 2.2k 527.29
2025-03-31 $1.2M 2.4k 508.10

More positions owned by Burling Wealth Partners

Microsoft Corp Stock (MSFT)
Apple Stock (AAPL)
Amazon Stock (AMZN)
Nvidia Corporation Stock (NVDA)
Vanguard Mid-cap Etf Etf (VO)
Jpmorgan Chase & Co Stock (JPM)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Spdr S&p 500 Etf Trust Etf (SPY)
Blackstone Stock (BX)
Vanguard Small-cap Etf Etf (VB)
Ishares Core S&p Small Cap Etf Etf (IJR)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Meta Platforms Inc Cl A Stock (META)
Abbott Labs Stock (ABT)
Abbvie Stock (ABBV)

View all positions for Burling Wealth Partners

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