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S&p Global shares owned by Epic Trust Investment Advisors

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

Historical chart of Epic Trust Investment Advisors investment in S&p Global

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in S&p Global by Epic Trust Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $348k 818 425.45
2023-12-31 $357k 810 440.52
2023-09-30 $303k 830 365.41
2023-06-30 $332k 829 400.89
2023-03-31 $393k 1.1k 344.77
2022-12-31 $544k 1.7k 328.90
2022-09-30 $514k 1.7k 305.41

More positions owned by Epic Trust Investment Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Aim Etf Products Trust Us Lrgcp B20 Apr (APRW)
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)
Ishares Tr Russell 2000 Etf (IWM)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Epic Trust Investment Advisors

Top funds holding S&p Global

Vanguard Group
Jpmorgan Chase & Co
Wellington Management Company
Bank of America Corporation
Norges Bank Investment Management
Goldman Sachs Group
Legal & General Group
T. Rowe Price Associates
Wells Fargo & Company
Parnassus Investments
Bank of New York Mellon
Sustainable Growth Advisers
Cantillon Capital Mgnt
Amundi
Ubs Global Asset Management Americas

View all funds holding S&p Global