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S&p Global shares owned by Unique Wealth Strategies

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

Historical chart of Unique Wealth Strategies investment in S&p Global

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in S&p Global by Unique Wealth Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.0M 2.5k 407.21
2025-09-30 $542k 1.1k 486.54
2025-06-30 $567k 1.1k 527.53
2025-03-31 $568k 1.1k 508.27
2024-06-30 $6.8k 16 425.44

More positions owned by Unique Wealth Strategies

Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Janus Detroit Str Tr Henderson Mtg (JMBS)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Applied Materials (AMAT)
Meta Platforms Cl A (META)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)

View all positions for Unique Wealth Strategies

Top funds holding S&p Global

BlackRock
Vanguard Capital Management
State Street Corporation
TCI Fund Management
Morgan Stanley
Geode Capital Management
Vanguard Portfolio Management
Wellington Management Company
Eagle Capital Management
Norges Bank Investment Management
Capital Research and Management Company - Division 3
Curated Wealth Partners
Northern Trust
Ubs Global Asset Management Americas
Goldman Sachs Group

View all funds holding S&p Global