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S&p Global shares owned by Whitaker-Myers Wealth Managers

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

Historical chart of Whitaker-Myers Wealth Managers investment in S&p Global

Tip: Access up to 7 years of quarterly data

All positions including S&p Global held by Whitaker-Myers Wealth Managers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in S&p Global by Whitaker-Myers Wealth Managers

Quarter filed Position value Share count Share price at filing
2025-09-30 $815k 1.7k 486.72
2025-06-30 $578k 1.1k 527.29
2025-03-31 $494k 972 508.10
2024-09-30 $316k 611 516.62

More positions owned by Whitaker-Myers Wealth Managers

Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Invesco Exchange Traded Fd T S&p Mdcp Vlu Mnt (XMVM)
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Whitaker-Myers Wealth Managers

Top funds holding S&p Global

Vanguard Group
BlackRock
State Street Corporation
TCI Fund Management
Morgan Stanley
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

View all funds holding S&p Global