Waterloo Capital »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in S&p Global by Waterloo Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 4.9k 486.67
2025-06-30 $2.8M 5.2k 527.32
2025-03-31 $2.5M 4.8k 508.05
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)
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)
Wal-Mart Stores (WMT)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Apple (AAPL)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Access Treasury 0-1 Year Etf Acces Treasury (GBIL)
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)
Jpmorgan Core Plus Bond Etf Core Plus Bd Etf (JCPB)

View all positions for Waterloo Capital

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