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S&p Global shares owned by Kondo Wealth Advisors

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

Historical chart of Kondo Wealth Advisors investment in S&p Global

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in S&p Global by Kondo Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $221k 453 486.71
2025-06-30 $252k 476 529.32
2025-03-31 $241k 475 508.10
2024-12-31 $235k 472 498.03

More positions owned by Kondo Wealth Advisors

Ishares Tr Core S&p Ttl Stk (ITOT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Apple (AAPL)
Ishares Tr Esg Awre 1 5 Yr (SUSB)
Cathay General Ban (CATY)

View all positions for Kondo Wealth Advisors

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