Wilkerson Advisory Group »

S&p Global shares owned by Wilkerson Advisory Group

Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Wilkerson Advisory Group from 13F filings

Historical chart of Wilkerson Advisory Group investment in S&p Global

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in S&p Global by Wilkerson Advisory Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $372k 874 425.24

More positions owned by Wilkerson Advisory Group

State Street Spdr S&p 500 Etf Etf (SPY)
Victoryshares Free Cash Flow Etf Etf (VFLO)
Avantis International Equity Etf Etf (AVDE)
Federated Hermes Total Return Bond Etf Etf (FTRB)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Avantis U.s. Equity Etf Etf (AVUS)
American Century U.s. Quality Growth Etf Etf (QGRO)
Invesco Qqq Trust Series I Etf (QQQ)
Dimensional Short-duration Fixed Income Etf Etf (DFSD)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)
Bluerock Pvt Real Estate Cef (BPRE)
Access Treasury 0-1 Year Etf Etf (GBIL)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Caterpillar Stock (CAT)

View all positions for Wilkerson Advisory Group

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