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S&p Global shares owned by Valued Wealth Advisors

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

Historical chart of Valued Wealth Advisors investment in S&p Global

Tip: Access up to 7 years of quarterly data

All positions including S&p Global held by Valued 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 Valued Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $26k 50 521.78
2024-06-30 $31k 68 448.97
2024-03-31 $29k 68 427.94

More positions owned by Valued Wealth Advisors

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Short Duration F (DFSD)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Real Estate Etf (AVRE)
Schwab Strategic Tr Fundamental Intl (FNDC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
American Centy Etf Tr Us Eqt Etf (AVUS)

View all positions for Valued Wealth Advisors

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