Leo Wealth »

S&p Global shares owned by Leo Wealth

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

Historical chart of Leo Wealth investment in S&p Global

Tip: Access up to 7 years of quarterly data

All positions including S&p Global held by Leo Wealth 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 Leo Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $504k 976 516.49
2024-06-30 $447k 1.0k 445.82
2024-03-31 $519k 1.2k 425.52
2023-12-31 $569k 1.3k 438.73

More positions owned by Leo Wealth

Johnson & Johnson (JNJ)
Vanguard World Esg Us Stk Etf (ESGV)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Vanguard World Esg Intl Stk Etf (VSGX)
Affirm Hldgs Com Cl A (AFRM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Apple (AAPL)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Amazon (AMZN)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Microsoft Corporation (MSFT)

View all positions for Leo Wealth

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