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S&p Global shares owned by Delap Wealth Advisory

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

Historical chart of Delap Wealth Advisory investment in S&p Global

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in S&p Global by Delap Wealth Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $481k 1.2k 406.48
2024-03-31 $206k 483 425.37

More positions owned by Delap Wealth Advisory

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ea Series Trust Brid Omn Sma Etf (BSVO)
Dimensional Etf Trust Intl Small Cap V (DISV)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)
Dimensional Etf Trust World Ex Us Core (DFAX)
Spdr Series Trust ST STR PR SP1500 (SPTM)

View all positions for Delap Wealth Advisory

Top funds holding S&p Global

BlackRock
Vanguard Capital Management
State Street Corporation
TCI Fund Management
Morgan Stanley
Geode Capital Management
Vanguard Portfolio Management
Wellington Management Company
Eagle Capital Management
Norges Bank Investment Management
Capital Research and Management Company - Division 3
Curated Wealth Partners
Northern Trust
Ubs Global Asset Management Americas
Goldman Sachs Group

View all funds holding S&p Global