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S&p Global shares owned by CVFG

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

Historical chart of CVFG investment in S&p Global

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

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Quarterly reported holdings in S&p Global by CVFG

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 2.2k 486.81
2025-06-30 $1.2M 2.2k 527.29
2025-03-31 $1.1M 2.2k 508.10
2024-12-31 $1.1M 2.3k 498.03

More positions owned by CVFG

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Spdr Series Trust Portfolio S&p400 (SPMD)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Capital Group Core Balanced SHS (CGBL)
Ishares Tr Hdg Msci Eafe (HEFA)
Spdr Series Trust Portfolio S&p600 (SPSM)
Microsoft Corporation (MSFT)
Eli Lilly & Co. (LLY)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for CVFG

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