Strategic Wealth Partners »

S&p Global shares owned by Strategic Wealth Partners

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

Historical chart of Strategic Wealth Partners investment in S&p Global

Tip: Access up to 7 years of quarterly data

All positions including S&p Global held by Strategic Wealth Partners 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 Strategic Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 3.7k 425.40
2023-09-30 $1.4M 3.7k 365.46
2023-06-30 $1.4M 3.4k 400.93
2023-03-31 $1.1M 3.2k 349.87
2022-12-31 $751k 2.2k 334.52
2022-09-30 $733k 2.4k 305.16
2022-06-30 $777k 2.3k 336.95
2022-03-31 $965k 2.4k 410.17
2021-12-31 $697k 1.5k 471.51
2021-09-30 $595k 1.4k 424.93
2018-06-30 $1.2k 6 203.83