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S&p Global shares owned by Montecito Bank & Trust

Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Montecito Bank & Trust from 13F filings

Historical chart of Montecito Bank & Trust investment in S&p Global

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in S&p Global by Montecito Bank & Trust

Quarter filed Position value Share count Share price at filing
2024-12-31 $248k 497 498.05
2024-09-30 $257k 497 516.60
2024-03-31 $212k 498 425.45
2023-12-31 $219k 498 440.52
2021-12-31 $224k 475 471.58
2021-09-30 $201k 472 425.85

More positions owned by Montecito Bank & Trust

Ishares Russell 1000 Growth Etf Equities (IWF)
Nvidia Corp Equities (NVDA)
Microsoft Corp Equities (MSFT)
Vanguard Intermediate-term Bond Fixed Income (BIV)
Ishares Core S&p 500 Etf Equities (IVV)
Ishares Core U.s. Aggregate Bon Fixed Income (AGG)
Vanguard Short-term Treasury Et Fixed Income (VGSH)
Ishares Core S&p Mid-cap Etf Equities (IJH)
Spdr S&p 500 Etf Trust Equities (SPY)
Ishares U.s. Treasury Bond Etf Fixed Income (GOVT)
Alphabet Inc-cl A Equities (GOOGL)
Ishares Msci Usa Quality Factor Equities (QUAL)
Ishares Russell 1000 Value Etf Equities (IWD)
Vanguard Short-term Corporate B Fixed Income (VCSH)
Ishares Core Msci Eafe Etf Equities (IEFA)

View all positions for Montecito Bank & Trust

Top funds holding S&p Global

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

View all funds holding S&p Global