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S&p Global shares owned by SageView Advisory Group

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

Historical chart of SageView Advisory Group investment in S&p Global

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

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Quarterly reported holdings in S&p Global by SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.5M 3.3k 445.93
2023-12-31 $1.6M 3.6k 454.51
2023-09-30 $902k 2.5k 365.42
2023-06-30 $950k 2.4k 400.91
2023-03-31 $794k 2.3k 344.79
2022-12-31 $301k 897 335.07

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (Principal) (AGG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core Intl Aggr (Principal) (IAGG)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Ishares Tr Global Reit Etf (REET)
Apple (AAPL)
Flexshares Tr Mornstar Usmkt (TILT)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfli High Yld (Principal) (SPHY)
Ishares Tr Jpmorgan Usd Emg (Principal) (EMB)

View all positions for SageView Advisory Group

Top funds holding S&p Global

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
Bank of America Corporation
Invesco
Goldman Sachs Group
Wells Fargo & Company
Parnassus Investments
T. Rowe Price Associates
Bank of New York Mellon
Sustainable Growth Advisers
Neuberger Berman Group
Nuveen Asset Management

View all funds holding S&p Global