Waterway Wealth Management »

S&p Global shares owned by Waterway Wealth Management

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

Historical chart of Waterway Wealth Management investment in S&p Global

Tip: Access up to 7 years of quarterly data

All positions including S&p Global held by Waterway Wealth Management 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 Waterway Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.0M 2.0k 522.64
2025-09-30 $487k 1.0k 486.71

More positions owned by Waterway Wealth Management

Wisdomtree Large Cap Dividend Etf (DLN)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Russell 1000 Growth Etf Etf (IWF)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Ishares S&p 500 Value Etf Etf (IVE)
Ishares National Muni Bond Etf Etf (MUB)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares Msci Eafe Etf Etf (EFA)
Access Treasury 0-1 Year Etf Etf (GBIL)
Fidelity Enhanced Mid Cap Etf Etf (FMDE)
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Ishares Short-term National Muni Bond Etf Etf (SUB)
Nvidia Corporation Stock (NVDA)
Microsoft Stock (MSFT)

View all positions for Waterway Wealth Management

Top funds holding S&p Global

Vanguard Group
BlackRock
State Street Corporation
TCI Fund Management
Geode Capital Management
Wellington Management Company
Norges Bank Investment Management
Wells Fargo & Company
FMR
Northern Trust
Capital Research and Management Company - Division 3
Ubs Global Asset Management Americas
Goldman Sachs Group
Invesco
Charles Schwab Investment Management

View all funds holding S&p Global