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S&p Global shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth investment in S&p Global

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in S&p Global by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $245k 474 516.69
2024-06-30 $3.0M 6.6k 445.99
2024-03-31 $2.8M 6.5k 425.43

More positions owned by Simplicity Wealth

American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Avantis Core Fi (AVIG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
NVIDIA Corporation (NVDA)
Embraer Sponsored Ads (ERJ)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Ishares Tr Core Total Usd (IUSB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Microsoft Corporation (MSFT)
First Tr Exchange-traded A Sml Cap Val Alph (FYT)
First Tr Exchange-traded First Tr Enh New (FTSM)
Apple (AAPL)
Ishares Tr Rus Tp200 Gr Etf (IWY)

View all positions for Simplicity Wealth

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