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S&p Global shares owned by Essential Planning

Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Essential Planning from 13F filings

Historical chart of Essential Planning investment in S&p Global

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in S&p Global by Essential Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $215k 424 507.54

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Dimensional Etf Trust Core Fixed Incom (DFCF)
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View all positions for Essential Planning

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