Holt Capital Advisors, L.L.C. dba Holt Capital Partners »

S&p Global shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners from 13F filings

Historical chart of Holt Capital Advisors, L.L.C. dba Holt Capital Partners investment in S&p Global

Tip: Access up to 7 years of quarterly data

All positions including S&p Global held by Holt Capital Advisors, L.L.C. dba Holt Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in S&p Global by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $226k 555 407.26

More positions owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Series Trust St Shor Corp Etf (SPSB)
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Select Sector Spdr Tr St Str Care Etf (XLV)
Bank of America Corporation (BAC)
Texas Pacific Land Corp (TPL)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Select Sector Spdr Tr St Str Discr Etf (XLY)

View all positions for Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Top funds holding S&p Global

BlackRock
Vanguard Capital Management
State Street Corporation
TCI Fund Management
Morgan Stanley
Geode Capital Management
Vanguard Portfolio Management
Wellington Management Company
Eagle Capital Management
Norges Bank Investment Management
Capital Research and Management Company - Division 3
Curated Wealth Partners
Northern Trust
Ubs Global Asset Management Americas
Goldman Sachs Group

View all funds holding S&p Global