S&p Global shares owned by One Wealth Advisors
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by One Wealth Advisors
from 13F filings
Historical chart of One Wealth Advisors investment in S&p Global
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Quarterly reported holdings in S&p Global by One Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $596k | 1.4k | 425.45 |
| 2023-09-30 | $408k | 1.1k | 365.41 |
| 2023-06-30 | $451k | 1.1k | 400.89 |
| 2023-03-31 | $384k | 1.1k | 344.77 |
| 2022-12-31 | $299k | 893 | 334.94 |
| 2022-09-30 | $297k | 972 | 305.56 |
| 2022-06-30 | $292k | 866 | 337.18 |
| 2022-03-31 | $341k | 831 | 410.35 |
| 2021-12-31 | $359k | 760 | 472.37 |
| 2021-09-30 | $320k | 752 | 425.53 |
| 2021-06-30 | $309k | 752 | 410.90 |
| 2021-03-31 | $209k | 593 | 352.45 |
| 2019-03-31 | $9.0k | 43 | 209.30 |
| 2018-09-30 | $17k | 86 | 197.67 |
| 2018-06-30 | $18k | 86 | 209.30 |
| 2018-03-31 | $16k | 86 | 186.05 |
| 2017-12-31 | $15k | 86 | 174.42 |