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S&p Global shares owned by Worth Financial Advisory Group

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

Historical chart of Worth Financial Advisory Group investment in S&p Global

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

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Quarterly reported holdings in S&p Global by Worth Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $216k 508 425.45
2023-12-31 $225k 511 440.52

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View all positions for Worth Financial Advisory Group

Top funds holding S&p Global

Vanguard Group
BlackRock
TCI Fund Management
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FMR
Morgan Stanley
Bank of America Corporation
Edgewood Management
Northern Trust
Legal & General Group
Wells Fargo & Company
T. Rowe Price Associates
Parnassus Investments
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View all funds holding S&p Global