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S&p Global shares owned by RMR Wealth Builders

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

Historical chart of RMR Wealth Builders investment in S&p Global

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in S&p Global by RMR Wealth Builders

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 2.5k 425.43
2023-12-31 $927k 2.1k 440.52
2023-09-30 $629k 1.7k 365.44

More positions owned by RMR Wealth Builders

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Rus 1000 Val Etf (IWD)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Shrt Nat Mun Etf (SUB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr National Mun Etf (MUB)
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)

View all positions for RMR Wealth Builders

Top funds holding S&p Global

Vanguard Group
Jpmorgan Chase & Co
Wellington Management Company
Bank of America Corporation
Norges Bank Investment Management
Goldman Sachs Group
Legal & General Group
T. Rowe Price Associates
Wells Fargo & Company
Parnassus Investments
Bank of New York Mellon
Sustainable Growth Advisers
Amundi
Cantillon Capital Mgnt
Ubs Global Asset Management Americas

View all funds holding S&p Global