S&p Global shares owned by MAI Wealth Advisors
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by MAI Wealth Advisors
from 13F filings
Historical chart of MAI Wealth Advisors investment in S&p Global
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Quarterly reported holdings in S&p Global by MAI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.7M | 13k | 425.45 |
| 2023-12-31 | $1.4M | 3.2k | 440.56 |
| 2023-09-30 | $1.1M | 3.1k | 365.41 |
| 2023-06-30 | $1.2M | 3.0k | 400.83 |
| 2023-03-31 | $1.1M | 3.1k | 344.79 |
| 2022-12-31 | $1.2M | 3.5k | 334.97 |
| 2022-09-30 | $922k | 3.0k | 305.20 |
| 2022-06-30 | $400k | 1.2k | 337.27 |
| 2022-03-31 | $693k | 1.7k | 410.30 |
| 2021-12-31 | $749k | 1.6k | 471.96 |
| 2021-09-30 | $461k | 1.1k | 424.88 |
| 2021-06-30 | $443k | 1.1k | 410.57 |