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S&p Global shares owned by Fortress Wealth Group

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

Historical chart of Fortress Wealth Group investment in S&p Global

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in S&p Global by Fortress Wealth Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $524k 992 527.79

More positions owned by Fortress Wealth Group

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Value Etf (VTV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
NVIDIA Corporation (NVDA)
Tidal Trust Iii Vistashares Arti (AIS)

View all positions for Fortress Wealth Group

Top funds holding S&p Global

Vanguard Group
BlackRock
State Street Corporation
TCI Fund Management
Geode Capital Management
Wellington Management Company
Norges Bank Investment Management
Wells Fargo & Company
FMR
Northern Trust
Capital Research and Management Company - Division 3
Ubs Global Asset Management Americas
Goldman Sachs Group
Invesco
Charles Schwab Investment Management

View all funds holding S&p Global