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S&p Global shares owned by Partners Wealth Management

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

Historical chart of Partners Wealth Management investment in S&p Global

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in S&p Global by Partners Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $256k 526 486.71
2025-06-30 $269k 527 510.78
2025-03-31 $268k 527 508.10

More positions owned by Partners Wealth Management

Starboard Invt Tr Adaptive Alpha (AGOX)
Apple (AAPL)
Starboard Invt Tr Adaptive Hdgd Mu (AMAX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Microsoft Corporation (MSFT)
Starboard Invt Tr Rh Tactical Rot (RHRX)
Ishares Tr S&p 500 Val Etf (IVE)
Strategy Cl A New (MSTR)
Eli Lilly & Co. (LLY)
At&t (T)
Ishares Tr S&p 500 Grwt Etf (IVW)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ishares Tr 0-3 Mnth Treasry (SGOV)

View all positions for Partners Wealth Management

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