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S&p Global shares owned by Moss Adams Wealth Advisors

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

Historical chart of Moss Adams Wealth Advisors investment in S&p Global

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in S&p Global by Moss Adams Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $465k 955 486.71
2025-06-30 $494k 937 527.29
2025-03-31 $423k 833 508.10
2024-12-31 $446k 895 498.03
2024-09-30 $423k 818 516.62
2024-06-30 $229k 514 446.00

More positions owned by Moss Adams Wealth Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core S&p Scp Etf (IJR)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Vaneck Etf Trust Semiconductr Etf (SMH)
Select Sector Spdr Tr Communication (XLC)
Global X Fds Cybrscurty Etf (BUG)
Global X Fds Us Infr Dev Etf (PAVE)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Russell 3000 Etf (IWV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
NVIDIA Corporation (NVDA)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)

View all positions for Moss Adams Wealth 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