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S&p Global shares owned by Global Wealth Strategies & Associates

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

Historical chart of Global Wealth Strategies & Associates investment in S&p Global

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in S&p Global by Global Wealth Strategies & Associates

Quarter filed Position value Share count Share price at filing
2026-03-31 $43k 100 425.34
2025-12-31 $51k 97 522.59
2025-09-30 $47k 97 486.71

More positions owned by Global Wealth Strategies & Associates

Vanguard S&p 500 Etf Etf (VOO)
Ishares Core Msci Eafe Etf Etf (IEFA)
Vanguard Total Bond Market Etf Etf (BND)
Invesco Nasdaq 100 Etf Etf (QQQM)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Flexible Income Active Etf Etf (BINC)
Ishares National Muni Bond Etf Etf (MUB)
Ishares Gold Trust Etf (IAU)
Schwab U.s. Small-cap Etf Etf (SCHA)
Fidelity Investment Grade Securitized Etf Etf (FSEC)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard Ftse Pacific Etf Etf (VPL)
Barings Corporate Invs Cef (MCI)
Ishares Semiconductor Etf Etf (SOXX)

View all positions for Global Wealth Strategies & Associates

Top funds holding S&p Global

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
TCI Fund Management
Morgan Stanley
Geode Capital Management
Vanguard Portfolio Management
Wellington Management Company
Bank of America Corporation
Capital Research and Management Company - Division 3
FMR
Northern Trust
Goldman Sachs Group
Ubs Global Asset Management Americas

View all funds holding S&p Global