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S&p Global shares owned by UMA Financial Services

Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in S&p Global

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in S&p Global by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $252k 476 528.45
2024-06-30 $270k 552 488.79
2024-03-31 $236k 578 408.56
2021-12-31 $209k 468 446.58
2021-09-30 $210k 474 443.04
2021-06-30 $200k 478 418.41

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for UMA Financial Services

Top funds holding S&p Global

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Capital Research and Management Company - Division 3
Geode Capital Management
Morgan Stanley
Bank of America Corporation
Edgewood Management
Invesco
Northern Trust
Goldman Sachs Group
Wells Fargo & Company
T. Rowe Price Associates
Parnassus Investments

View all funds holding S&p Global