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S&p Global shares owned by United Capital Financial Advisers

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

Historical chart of United Capital Financial Advisers investment in S&p Global

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

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Quarterly reported holdings in S&p Global by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $44M 91k 486.71
2025-06-30 $49M 93k 527.29
2025-03-31 $48M 95k 508.10
2024-12-31 $51M 103k 498.03
2024-09-30 $58M 112k 516.62
2024-06-30 $51M 114k 446.00
2024-03-31 $55M 129k 425.45
2023-12-31 $56M 127k 440.52
2023-09-30 $65M 178k 365.41
2023-06-30 $77M 191k 400.89
2023-03-31 $63M 182k 344.77
2022-12-31 $62M 186k 334.94
2022-09-30 $57M 186k 305.35
2022-06-30 $66M 196k 337.06
2022-03-31 $80M 195k 410.18
2021-12-31 $78M 164k 471.93
2021-09-30 $69M 161k 424.89
2021-06-30 $66M 160k 410.45
2021-03-31 $56M 159k 352.87
2020-12-31 $48M 146k 328.73
2020-09-30 $28M 76k 360.59
2020-06-30 $25M 75k 329.48
2020-03-31 $2.3M 9.5k 245.08
2019-12-31 $3.3M 12k 273.10
2019-09-30 $30M 122k 244.98
2019-06-30 $15M 66k 227.78
2019-03-31 $36M 172k 210.55
2018-12-31 $27M 158k 169.94
2018-09-30 $20M 102k 195.39
2018-06-30 $15M 74k 203.89
2018-03-31 $8.4M 44k 191.06
2017-12-31 $6.5M 39k 169.39
2017-09-30 $1.2M 7.7k 156.34
2017-06-30 $4.8M 33k 145.98
2017-03-31 $3.8M 29k 130.74
2016-12-31 $2.3M 21k 107.55

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Apple Common Stock (AAPL)
Repligen Corp Common Stock (RGEN)
Microsoft Corp Common Stock (MSFT)
Nvidia Corp Common Stock (NVDA)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Vanguard Interm-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares Core Msci Emerging Markets Etf Exchange Traded Fund (IEMG)
Alphabet Inc Class A Common Stock (GOOGL)
Ishares Core Universal Usd Bond Etf Exchange Traded Fund (IUSB)
Ishares Us Treasury Bond Etf Exchange Traded Fund (GOVT)

View all positions for United Capital Financial Advisers

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