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S&p Global shares owned by Motive Wealth Advisors

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

Historical chart of Motive Wealth Advisors investment in S&p Global

Tip: Access up to 7 years of quarterly data

All positions including S&p Global held by Motive 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 Motive Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $216k 413 522.59
2025-09-30 $203k 416 486.71
2025-06-30 $217k 411 527.29

More positions owned by Motive Wealth Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core S&p Us Gwt (IUSG)
Spdr Series Trust State Street Spd (SPYG)
Ishares Tr Core S&p Us Vlu (IUSV)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
NVIDIA Corporation (NVDA)

View all positions for Motive Wealth Advisors

Top funds holding S&p Global

Vanguard Group
BlackRock
State Street Corporation
TCI Fund Management
Geode Capital Management
Wellington Management Company
Norges Bank Investment Management
Wells Fargo & Company
FMR
Northern Trust
Capital Research and Management Company - Division 3
Ubs Global Asset Management Americas
Goldman Sachs Group
Invesco
Charles Schwab Investment Management

View all funds holding S&p Global