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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
2025-09-30 $222k 456 486.71
2025-06-30 $240k 456 527.29
2025-03-31 $232k 456 508.10
2024-12-31 $227k 456 498.03
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

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us High Profitab (DUHP)
First Tr Exchange-traded Core Investment (FTCB)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)
Dimensional Etf Trust Us Equity Market (DFUS)
Apple (AAPL)
Dimensional Etf Trust Core Fixed Incom (DFCF)

View all positions for LVZ 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