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S&p Global shares owned by Plan

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

Historical chart of Plan investment in S&p Global

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

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Quarterly reported holdings in S&p Global by Plan

Quarter filed Position value Share count Share price at filing
2025-09-30 $295k 605 486.71
2025-06-30 $359k 680 527.29
2025-03-31 $300k 590 508.10
2024-12-31 $316k 635 498.03
2024-09-30 $205k 396 516.62

More positions owned by Plan

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust World Ex Us Core (DFAX)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr U S Equity Factr (LRGF)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Intl Core Equity (DFIC)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Emerson Electric (EMR)

View all positions for Plan

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