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S&p Global shares owned by Capital Performance Advisors

Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Capital Performance Advisors from 13F filings

Historical chart of Capital Performance Advisors investment in S&p Global

Tip: Access up to 7 years of quarterly data

All positions including S&p Global held by Capital Performance Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in S&p Global by Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $251k 515 487.09
2025-06-30 $298k 564 527.53
2024-09-30 $31k 59 520.56

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Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Dimensional Etf Trust Internatnal Val (DFIV)
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Dimensional Etf Trust Us Equity Market (DFUS)
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Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Capital Performance Advisors

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