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S&p Global shares owned by Wealth Preservation Advisors

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

Historical chart of Wealth Preservation Advisors investment in S&p Global

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in S&p Global by Wealth Preservation Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $55k 130 425.00
2025-12-31 $523 1 523.00

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View all positions for Wealth Preservation Advisors

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