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S&p Global shares owned by IronOak Wealth

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

Historical chart of IronOak Wealth investment in S&p Global

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

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Quarterly reported holdings in S&p Global by IronOak Wealth

Quarter filed Position value Share count Share price at filing
2025-06-30 $2.0M 3.8k 527.36
2024-12-31 $1.1M 2.2k 498.08

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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

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