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S&p Global shares owned by waypoint wealth counsel

Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by waypoint wealth counsel from 13F filings

Historical chart of waypoint wealth counsel investment in S&p Global

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in S&p Global by waypoint wealth counsel

Quarter filed Position value Share count Share price at filing
2026-03-31 $502k 1.2k 425.34

More positions owned by waypoint wealth counsel

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Gold Tr Gold Shs (GLD)
Coca-Cola Company (KO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Gold Tr Ishares New (IAU)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Small Cp Etf (VB)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr 7-10 Yr Trsy Bd (IEF)

View all positions for waypoint wealth counsel

Top funds holding S&p Global

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

View all funds holding S&p Global