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S&p Global shares owned by StrongBox Wealth

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

Historical chart of StrongBox Wealth investment in S&p Global

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

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Quarterly reported holdings in S&p Global by StrongBox Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $258k 585 440.52
2023-12-31 $258k 585 440.52
2023-09-30 $210k 575 365.41

More positions owned by StrongBox Wealth

J P Morgan Exchange Traded Ultra Shrt Inc (JPST)
J P Morgan Exchange Traded Equity Premium (JEPI)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Specialized Funds Div App Etf (VIG)
Microsoft Corporation (MSFT)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Visa Com Cl A (V)
Alphabet Cap Stk Cl A (GOOGL)
Eaton Corp SHS (ETN)
Broadcom (AVGO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Costco Wholesale Corporation (COST)
Chevron Corporation (CVX)

View all positions for StrongBox Wealth

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
Cantillon Capital Mgnt
Amundi
Ubs Global Asset Management Americas

View all funds holding S&p Global