DHJJ Financial Advisors »

S&p Global shares owned by DHJJ Financial Advisors

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

Historical chart of DHJJ Financial Advisors investment in S&p Global

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in S&p Global by DHJJ Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $145k 281 516.62
2024-06-30 $125k 281 446.00
2024-03-31 $120k 281 425.45
2023-12-31 $124k 281 440.52
2023-09-30 $103k 281 365.41

More positions owned by DHJJ Financial Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Russell 2000 Etf (IWM)
First Tr Value Line Divid In SHS (FVD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for DHJJ Financial Advisors

Top funds holding S&p Global

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Capital Research and Management Company - Division 3
Geode Capital Management
Morgan Stanley
Bank of America Corporation
Edgewood Management
Invesco
Northern Trust
Goldman Sachs Group
Wells Fargo & Company
T. Rowe Price Associates
Parnassus Investments

View all funds holding S&p Global