Legacy Capital Wealth Partners »

S&p Global shares owned by Legacy Capital Wealth Partners

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

Historical chart of Legacy Capital Wealth Partners investment in S&p Global

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in S&p Global by Legacy Capital Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 3.6k 516.67
2024-06-30 $857k 1.9k 445.95
2023-09-30 $724k 2.0k 365.47
2023-03-31 $555k 1.6k 344.86

More positions owned by Legacy Capital Wealth Partners

Wal-Mart Stores (WMT)
J.B. Hunt Transport Services (JBHT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Gap (GAP)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Invesco Exchange Traded Fd T Buyback Achiev (PKW)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
EOG Resources (EOG)
Ishares Tr Core Msci Eafe (IEFA)
Proshares Tr Ultrashrt S&p500 (SDS)
First Tr Exchng Traded Fd Vi Ft Vest Inter Eq (YMAR)

View all positions for Legacy Capital Wealth Partners

Top funds holding S&p Global

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Capital Research and Management Company - Division 3
Geode Capital Management
Morgan Stanley
Bank of America Corporation
Edgewood Management
Invesco
Northern Trust
Goldman Sachs Group
Wells Fargo & Company
T. Rowe Price Associates
Parnassus Investments

View all funds holding S&p Global