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S&p Global shares owned by LVZ Advisors

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

Historical chart of LVZ Advisors investment in S&p Global

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in S&p Global by LVZ Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $236k 456 516.62
2024-06-30 $203k 456 446.00
2023-12-31 $201k 456 440.52
2021-12-31 $201k 426 471.83

More positions owned by LVZ Advisors

First Tr Exchange-traded Smid Risng Etf (SDVY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Us Aggbd Et (AGG)
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for LVZ Advisors

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