Dumont & Blake Investment Advisors »

S&p Global shares owned by Dumont & Blake Investment Advisors

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

Historical chart of Dumont & Blake Investment Advisors investment in S&p Global

Tip: Access up to 7 years of quarterly data

All positions including S&p Global held by Dumont & Blake Investment 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 Dumont & Blake Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $255k 523 486.71
2025-06-30 $276k 523 527.29
2025-03-31 $266k 523 508.10
2024-12-31 $281k 565 498.03
2024-06-30 $501k 1.1k 446.00
2024-03-31 $239k 562 425.45
2023-12-31 $316k 717 440.73

More positions owned by Dumont & Blake Investment Advisors

SPDR S&P 500 ETF Trust Ind (SPY)
Invesco QQQ Trust Series 1 Ind (QQQ)
Apple (AAPL)
Invesco S&P 500 Equal Weight E Ind (RSP)
Microsoft Corporation (MSFT)
SPDR S&P MidCap 400 ETF Trust Ind (MDY)
Schwab S&P 500 Index Fund Ind (SWPPX)
iShares DJ Select Dividend Ind Etf (DVY)
iShares Russell 2000 Index Fun Ind (IWM)
iShares S&P 500 Growth Etf (IVW)
Vanguard High Dividend Yield E Etf (VYM)
iShares Russell Microcap Index Ind (IWC)
Alphabet Inc Class A cs (GOOGL)
Technology SPDR (XLK)
Select Sector Spdr Tr Communic etfeqty (XLC)

View all positions for Dumont & Blake Investment 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