S&p Global shares owned by Advisor OS
Historical chart of Advisor OS investment in S&p Global
Tip: Access up to 7 years of quarterly data
All positions including S&p Global held by Advisor OS consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in S&p Global by Advisor OS
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $301k | 619 | 486.50 |
| 2025-06-30 | $439k | 833 | 527.25 |
| 2025-03-31 | $394k | 775 | 508.11 |
| 2024-12-31 | $382k | 766 | 498.03 |
| 2024-09-30 | $388k | 750 | 516.61 |
| 2024-06-30 | $290k | 650 | 445.90 |
| 2024-03-31 | $328k | 771 | 425.46 |
| 2020-06-30 | $347k | 1.1k | 329.85 |