S&p Global shares owned by CWS Financial Advisors
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by CWS Financial Advisors
from 13F filings
Historical chart of CWS Financial Advisors investment in S&p Global
Tip: Access up to 7 years of quarterly data
All positions including S&p Global held by CWS Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in S&p Global by CWS Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $506k | 1.1k | 440.56 |
2023-09-30 | $472k | 1.3k | 365.42 |
2023-06-30 | $543k | 1.4k | 400.89 |
2023-03-31 | $467k | 1.4k | 344.77 |
2022-09-30 | $436k | 1.4k | 305.54 |
2022-06-30 | $480k | 1.4k | 336.84 |
2022-03-31 | $303k | 739 | 410.01 |