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S&p Global shares owned by Retirement Planning Group

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

Historical chart of Retirement Planning Group investment in S&p Global

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in S&p Global by Retirement Planning Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.8M 5.8k 486.71
2025-06-30 $3.0M 5.7k 527.29
2025-03-31 $2.9M 5.7k 508.10
2024-12-31 $2.9M 5.8k 498.03
2024-09-30 $3.0M 5.7k 516.62

More positions owned by Retirement Planning Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Us Quality Grow (QGRW)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Pimco Etf Tr Multisector Bd (PYLD)
Victory Portfolios Ii Core Intrmediate (UBND)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Fidelity Covington Trust High Divid Etf (FDVV)
Ea Series Trust Freedom 100 Em (FRDM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Etfis Ser Tr I Virtus Newfleet (NFLT)
Neos Etf Trust Neos Enhcd Inme (BNDI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Costco Wholesale Corporation (COST)
Apple (AAPL)

View all positions for Retirement Planning Group

Top funds holding S&p Global

Vanguard Group
BlackRock
State Street Corporation
TCI Fund Management
Morgan Stanley
Geode Capital Management
Wellington Management Company
FMR
Northern Trust
Ubs Global Asset Management Americas
Wells Fargo & Company
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Lombard Odier Asset Management
Goldman Sachs Group
Invesco

View all funds holding S&p Global