Maxwell Wealth Strategies »

S&p Global shares owned by Maxwell Wealth Strategies

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

Historical chart of Maxwell Wealth Strategies investment in S&p Global

Tip: Access up to 7 years of quarterly data

All positions including S&p Global held by Maxwell Wealth Strategies 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 Maxwell Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.5M 3.3k 446.00
2024-03-31 $1.4M 3.3k 421.59

More positions owned by Maxwell Wealth Strategies

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Eaton Corp SHS (ETN)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr U.s. Tech Etf (IYW)
First Tr Exchange Traded Consumr Staple (FXG)
Trane Technologies SHS (TT)
Home Depot (HD)

View all positions for Maxwell Wealth Strategies

Top funds holding S&p Global

Vanguard Group
BlackRock
State Street Corporation
TCI Fund Management
Wellington Management Company
Geode Capital Management
FMR
Capital Research and Management Company - Division 3
Morgan Stanley
Bank of America Corporation
Edgewood Management
Invesco
Northern Trust
Legal & General Group
Goldman Sachs Group

View all funds holding S&p Global