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S&p Global shares owned by Montecito Bank & Trust

Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Montecito Bank & Trust from 13F filings

Historical chart of Montecito Bank & Trust investment in S&p Global

Tip: Access up to 7 years of quarterly data

All positions including S&p Global held by Montecito Bank & Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in S&p Global by Montecito Bank & Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $212k 498 425.45
2023-12-31 $219k 498 440.52
2021-12-31 $224k 475 471.58
2021-09-30 $201k 472 425.85

More positions owned by Montecito Bank & Trust

iShares Russell 1000 Growth Index (IWF)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
iShares S&P 500 Index (IVV)
Spdr S&p 500 Etf (SPY)
Ishares Tr cmn (GOVT)
iShares S&P MidCap 400 Index (IJH)
Vanguard Sht Term Govt Bond ETF (VGSH)
iShares Russell 1000 Value Index (IWD)
Vanguard Short Term Corporate Bond ETF (VCSH)
Vanguard Whitehall Fds Inc intl dvd etf (VIGI)
Ishares Msci Usa Quality Facto invalid (QUAL)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
Eli Lilly & Co. (LLY)
Coca-Cola Company (KO)

View all positions for Montecito Bank & Trust

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