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S&p Global shares owned by Cm Wealth Advisors

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

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

Tip: Access up to 7 years of quarterly data

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

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $625k 1.5k 428.56
2023-06-30 $501k 1.3k 392.16
2023-03-31 $2.3M 6.9k 340.09

More positions owned by Cm Wealth Advisors

iShares S&P 100 Index (OEF)
SPDR Dow Jones Industrial Average ETF (DIA)
Vanguard S&p 500 Etf idx (VOO)
Vanguard Dividend Appreciation ETF (VIG)
iShares Russell 1000 Index (IWB)
iShares Russell 1000 Value Index (IWD)
ISHARES TR MSCI Small Cap msci small cap (SCZ)
iShares Russell 2000 Value Index (IWN)
iShares S&P SmallCap 600 Index (IJR)
Vanguard Total Stock Market ETF (VTI)
Microsoft Corporation (MSFT)
iShares S&P 500 Index (IVV)
Spdr S&p 500 Etf (SPY)
Invesco S&p 500 Equal Weight Etf (RSP)
Alphabet Inc Class A cs (GOOGL)

View all positions for Cm Wealth Advisors

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