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S&p Global shares owned by Wellington Wealth Strategies

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

Historical chart of Wellington Wealth Strategies investment in S&p Global

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in S&p Global by Wellington Wealth Strategies

Quarter filed Position value Share count Share price at filing
2023-12-31 $304k 691 440.52
2020-12-31 $304k 691 440.52

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Invesco S&p Smallcap 600 Revenue Etf etf (RWJ)
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Invesco Senior Loan Etf otr (BKLN)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
Ishares Tr liquid inc etf (ICSH)
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J P Morgan Exchange Traded F ultra shrt (JPST)
Intercontinental Exchange (ICE)
Accenture (ACN)
AmerisourceBergen (COR)
Costco Wholesale Corporation (COST)
UnitedHealth (UNH)

View all positions for Wellington Wealth Strategies

Top funds holding S&p Global

Vanguard Group
BlackRock
TCI Fund Management
Wellington Management Company
Geode Capital Management
FMR
Morgan Stanley
Bank of America Corporation
Edgewood Management
Northern Trust
Legal & General Group
Wells Fargo & Company
T. Rowe Price Associates
Parnassus Investments
Goldman Sachs Group

View all funds holding S&p Global