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S&p Global shares owned by Heritage Family Offices

Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Heritage Family Offices from 13F filings

Historical chart of Heritage Family Offices investment in S&p Global

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in S&p Global by Heritage Family Offices

Quarter filed Position value Share count Share price at filing
2024-09-30 $542k 1.0k 516.67
2024-06-30 $480k 1.1k 446.03

More positions owned by Heritage Family Offices

Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Rusel 2500 Etf (SMMD)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Broad Usd High (USHY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Core Msci Eafe (IEFA)
Xpel (XPEL)
Apple (AAPL)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Heritage Family Offices

Top funds holding S&p Global

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
Bank of America Corporation
Invesco
Goldman Sachs Group
Wells Fargo & Company
Parnassus Investments
T. Rowe Price Associates
Bank of New York Mellon
Sustainable Growth Advisers
Neuberger Berman Group
Nuveen Asset Management

View all funds holding S&p Global