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S&p Global shares owned by Roehl & Yi Investment Advisors

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

Historical chart of Roehl & Yi Investment Advisors investment in S&p Global

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in S&p Global by Roehl & Yi Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $142k 15k 9.33
2025-09-30 $130k 15k 8.61

More positions owned by Roehl & Yi Investment Advisors

Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Gold Tr Ishares New (IAU)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Flexshares Tr Mornstar Upstr (GUNR)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Scp Etf (IJR)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Min Vol (USMV)
Exxon Mobil Corporation (XOM)
Advisors Ser Tr Scharf Etf (KAT)

View all positions for Roehl & Yi Investment Advisors

Top funds holding S&p Global

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
TCI Fund Management
Morgan Stanley
Geode Capital Management
Vanguard Portfolio Management
Wellington Management Company
Bank of America Corporation
Capital Research and Management Company - Division 3
FMR
Northern Trust
Goldman Sachs Group
Ubs Global Asset Management Americas

View all funds holding S&p Global