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S&p Global shares owned by Soltis Investment Advisors

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

Historical chart of Soltis Investment Advisors investment in S&p Global

Tip: Access up to 7 years of quarterly data

All positions including S&p Global held by Soltis 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 Soltis Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $269k 541 497.61
2024-09-30 $215k 416 517.00
2023-09-30 $348k 952 365.26

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Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Core S&p Mcp Etf (IJH)
Innovator Etfs Trust Equity Defined P
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Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Admiral Fds Midcp 400 Idx (IVOO)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Soltis Investment Advisors

Top funds holding S&p Global

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

View all funds holding S&p Global