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S&p Global shares owned by Marion Wealth Management

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

Historical chart of Marion Wealth Management investment in S&p Global

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in S&p Global by Marion Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $254k 623 407.36
2026-03-31 $220k 516 425.42
2025-12-31 $239k 448 533.71

More positions owned by Marion Wealth Management

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Wisdomtree Tr Us Midcap Divid (DON)
Ubs Ag London Branch Etracs Aler Mlp (MLPB)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Apple (AAPL)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Rus 2000 Val Etf (IWN)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Spdr Series Trust ST STR P500GRW (SPYG)

View all positions for Marion Wealth Management

Top funds holding S&p Global

BlackRock
Vanguard Capital Management
State Street Corporation
TCI Fund Management
Morgan Stanley
Geode Capital Management
Vanguard Portfolio Management
Wellington Management Company
Bank of America Corporation
Capital Research and Management Company - Division 3
Curated Wealth Partners
FMR
Northern Trust
Goldman Sachs Group
Ubs Global Asset Management Americas

View all funds holding S&p Global