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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
2024-06-30 $229k 514 446.00

More positions owned by Moss Adams Wealth Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vaneck Etf Trust Semiconductr Etf (SMH)
Global X Fds Cybrscurty Etf (BUG)
Select Sector Spdr Tr Communication (XLC)
Global X Fds Us Infr Dev Etf (PAVE)
Microsoft Corporation (MSFT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Roblox Corp Cl A Put Option (RBLX)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr National Mun Etf (MUB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Moss Adams Wealth Advisors

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