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S&p Global shares owned by Fermata Advisors

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

Historical chart of Fermata Advisors investment in S&p Global

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in S&p Global by Fermata Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $320k 620 516.23
2024-06-30 $266k 595 446.36
2023-12-31 $217k 493 440.50
2023-09-30 $213k 579 368.03

More positions owned by Fermata Advisors

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Lattice Strategies Tr Hartford Us Eqty (ROUS)

View all positions for Fermata Advisors

Top funds holding S&p Global

Vanguard Group
BlackRock
State Street Corporation
TCI Fund Management
Wellington Management Company
Capital Research and Management Company - Division 3
Geode Capital Management
FMR
Bank of America Corporation
Edgewood Management
Invesco
Legal & General Group
Northern Trust
Ubs Global Asset Management Americas
Goldman Sachs Group

View all funds holding S&p Global