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S&p Global shares owned by TrueWealth Advisors

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

Historical chart of TrueWealth Advisors investment in S&p Global

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in S&p Global by TrueWealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $663k 1.4k 486.69
2025-06-30 $525k 995 527.13
2025-03-31 $338k 664 508.45
2024-09-30 $389k 753 516.64

More positions owned by TrueWealth Advisors

Tidal Trust I Fundstrat Granny (GRNY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Etf Ser Solutions Aptus Defined (DRSK)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Ishares Tr Intl Div Grwth (IGRO)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Ea Series Trust Freedom 100 Em (FRDM)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Servisfirst Bancshares (SFBS)

View all positions for TrueWealth Advisors

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