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S&p Global shares owned by GeoWealth Management

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

Historical chart of GeoWealth Management investment in S&p Global

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

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Quarterly reported holdings in S&p Global by GeoWealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $12k 32 375.00
2023-06-30 $1.1M 2.6k 401.07
2022-06-30 $438k 1.3k 337.18
2022-03-31 $476k 1.2k 411.41
2021-12-31 $528k 1.1k 471.43
2021-09-30 $492k 1.2k 424.50

More positions owned by GeoWealth Management

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Exchange Listed Fds Tr Cabana Target 10 (TDSC)
Invesco Actively Managed Etf Total Return (GTO)
Exchange Listed Fds Tr Cabana Moderate (CLSM)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Exchange Listed Fds Tr Cabana Target 13
Exchange Listed Fds Tr Cabana Target 7 (TDSB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Exchange Listed Fds Tr Cabana Target 16
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Exch Trd Slf Idx Rusl 2000 Dynm (OMFS)

View all positions for GeoWealth Management

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