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S&p Global shares owned by Turtle Creek Wealth Advisors

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

Historical chart of Turtle Creek Wealth Advisors investment in S&p Global

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in S&p Global by Turtle Creek Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.0M 14k 486.69
2025-06-30 $1.5M 2.9k 527.29
2024-09-30 $231k 448 516.62
2023-12-31 $124k 282 440.52

More positions owned by Turtle Creek Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Blue Owl Capital Com Cl A (OWL)
Ishares Tr Core S&p Mcp Etf (IJH)
Eli Lilly & Co. (LLY)
Blackrock (BLK)
Plains Gp Hldgs Ltd Partnr Int A (PAGP)

View all positions for Turtle Creek Wealth 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