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S&p Global shares owned by Goldstone Financial Group

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

Historical chart of Goldstone Financial Group investment in S&p Global

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

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Quarterly reported holdings in S&p Global by Goldstone Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $714k 1.5k 486.77
2025-06-30 $575k 1.1k 529.63
2025-03-31 $394k 775 508.23
2024-12-31 $280k 561 498.18
2024-09-30 $264k 510 516.76
2023-06-30 $227k 567 400.89

More positions owned by Goldstone Financial Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Vanguard Index Fds Value Etf (VTV)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Us Gwt (IUSG)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Schwab Strategic Tr Fundamental Us S (FNDA)
Vanguard Index Fds Mid Cap Etf (VO)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Spdr Series Trust Portfolio Ln Cor (SPLB)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)

View all positions for Goldstone Financial Group

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