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S&p Global shares owned by Omnia Family Wealth

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

Historical chart of Omnia Family Wealth investment in S&p Global

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in S&p Global by Omnia Family Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $205k 421 486.71
2025-06-30 $215k 407 527.29
2017-06-30 $5.0k 31 161.29
2017-03-31 $4.0k 31 129.03
2016-12-31 $5.0k 42 119.05

More positions owned by Omnia Family Wealth

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Ishares Gold Tr Ishares New (IAU)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Russell 2000 Etf (IWM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ares Management Corporation Cl A Com Stk (ARES)
Amazon (AMZN)

View all positions for Omnia Family Wealth

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