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S&p Global shares owned by Waterloo Capital

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

Historical chart of Waterloo Capital investment in S&p Global

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in S&p Global by Waterloo Capital

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.9M 3.7k 498.09
2024-09-30 $1.7M 3.3k 516.55
2024-06-30 $1.1M 2.6k 446.08
2024-03-31 $349k 819 425.52
2023-06-30 $273k 680 400.89

More positions owned by Waterloo Capital

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Wal-Mart Stores (WMT)
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
Apple (AAPL)
Ishares Aggregate Bond Etf Core Us Aggbd Et (AGG)
Aptus Defined Risk Etf Aptus Defined (DRSK)
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)
Ishares Msci Usa Quality Factor Etf Msci Usa Qlt Fct (QUAL)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Opus Small Cap Value Etf Opus Sml Cp Vl (OSCV)

View all positions for Waterloo Capital

Top funds holding S&p Global

Vanguard Group
BlackRock
State Street Corporation
TCI Fund Management
Wellington Management Company
Geode Capital Management
Morgan Stanley
Capital Research and Management Company - Division 3
FMR
Bank of America Corporation
Edgewood Management
Norges Bank Investment Management
Northern Trust
Ubs Global Asset Management Americas
Invesco

View all funds holding S&p Global