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S&p Global shares owned by Campbell Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-12-31 $314k 630 498.41
2024-06-30 $285k 640 445.31
2024-03-31 $272k 640 425.00

More positions owned by Campbell Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
Vanguard Index Fds Growth Etf (VUG)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Select Sector Spdr Tr Indl (XLI)
Select Sector Spdr Tr Financial (XLF)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Apple (AAPL)

View all positions for Campbell Wealth Management

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