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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
2024-09-30 $389k 753 516.64

More positions owned by TrueWealth Advisors

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

View all positions for TrueWealth Advisors

Top funds holding S&p Global

Vanguard Group
BlackRock
State Street Corporation
TCI Fund Management
Wellington Management Company
Capital Research and Management Company - Division 3
Geode Capital Management
FMR
Bank of America Corporation
Edgewood Management
Invesco
Legal & General Group
Northern Trust
Ubs Global Asset Management Americas
Goldman Sachs Group

View all funds holding S&p Global