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S&p Global shares owned by VisionPoint Advisory Group

Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by VisionPoint Advisory Group from 13F filings

Historical chart of VisionPoint Advisory Group investment in S&p Global

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All positions including S&p Global held by VisionPoint Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in S&p Global by VisionPoint Advisory Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $269k 611 440.52
2023-09-30 $219k 598 365.41
2023-06-30 $264k 658 400.89

More positions owned by VisionPoint Advisory Group

Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Mortge Rel Etf (REM)
First Tr Nasdaq 100 Tech Ind SHS (QTEC)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Deere & Company (DE)
Philip Morris International (PM)
Spdr Gold Tr Gold Shs (GLD)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)
Agnc Invt Corp Com reit (AGNC)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Portfolio Short (SPSB)

View all positions for VisionPoint Advisory Group

Top funds holding S&p Global

Vanguard Group
Jpmorgan Chase & Co
Wellington Management Company
Bank of America Corporation
Norges Bank Investment Management
Goldman Sachs Group
Legal & General Group
T. Rowe Price Associates
Wells Fargo & Company
Parnassus Investments
Bank of New York Mellon
Sustainable Growth Advisers
Cantillon Capital Mgnt
Amundi
Ubs Global Asset Management Americas

View all funds holding S&p Global