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S&p Global shares owned by Waystone Advisors

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

Historical chart of Waystone Advisors investment in S&p Global

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

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Quarterly reported holdings in S&p Global by Waystone Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $267k 511 522.59

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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
Meta Platforms Cl A (META)
Amazon (AMZN)
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Global X Fds Us Infr Dev Etf (PAVE)
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Vanguard Index Fds Mcap Vl Idxvip (VOE)
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Ishares Tr Core Msci Eafe (IEFA)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)

View all positions for Waystone Advisors

Top funds holding S&p Global

Vanguard Group
BlackRock
State Street Corporation
TCI Fund Management
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
Edgewood Management

View all funds holding S&p Global