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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
2024-12-31 $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)
Ishares Tr Core S&p Scp Etf (IJR)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Global X Fds Cybrscurty Etf (BUG)
Select Sector Spdr Tr Communication (XLC)
Global X Fds Us Infr Dev Etf (PAVE)
Vaneck Etf Trust Semiconductr Etf (SMH)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr National Mun Etf (MUB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

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
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