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S&p Global shares owned by Cornerstone Wealth Group

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

Historical chart of Cornerstone Wealth Group investment in S&p Global

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in S&p Global by Cornerstone Wealth Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $281k 577 486.59
2025-06-30 $304k 577 527.15
2025-03-31 $271k 534 507.76
2024-12-31 $363k 729 498.10
2024-09-30 $425k 822 516.68
2024-06-30 $358k 802 446.05

More positions owned by Cornerstone Wealth Group

NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Broadcom (AVGO)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Ishares Tr Msci Acwi Ex Us (ACWX)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)

View all positions for Cornerstone Wealth Group

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