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S&p Global shares owned by Elm3 Financial Group

Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Elm3 Financial Group from 13F filings

Historical chart of Elm3 Financial Group investment in S&p Global

Tip: Access up to 7 years of quarterly data

All positions including S&p Global held by Elm3 Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in S&p Global by Elm3 Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $405k 831 486.73
2025-06-30 $465k 881 527.29
2025-03-31 $494k 972 508.08
2024-12-31 $513k 1.0k 497.99

More positions owned by Elm3 Financial Group

NVIDIA Corporation (NVDA)
Amazon (AMZN)
Broadcom (AVGO)
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Mmentm (MTUM)
Eli Lilly & Co. (LLY)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Blackrock Etf Trust Ii Ishares Floating (BRLN)
Home Depot (HD)
Alphabet Cap Stk Cl A (GOOGL)
Pimco Etf Tr Sr Ln Active Etf (LONZ)

View all positions for Elm3 Financial Group

Top funds holding S&p Global

Vanguard Group
BlackRock
State Street Corporation
TCI Fund Management
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
Edgewood Management

View all funds holding S&p Global