S&p Global shares owned by AE Wealth Management
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in S&p Global
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Quarterly reported holdings in S&p Global by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $34M | 66k | 516.61 |
| 2024-06-30 | $28M | 62k | 445.99 |
| 2024-03-31 | $25M | 59k | 425.46 |
| 2023-12-31 | $40M | 90k | 446.60 |
| 2023-09-30 | $30M | 82k | 365.41 |
| 2023-06-30 | $31M | 78k | 400.89 |
| 2023-03-31 | $20M | 58k | 344.77 |
| 2022-12-31 | $20M | 58k | 334.94 |
| 2022-09-30 | $18M | 60k | 305.35 |
| 2022-06-30 | $20M | 60k | 337.05 |
| 2022-03-31 | $25M | 61k | 410.18 |
| 2021-12-31 | $28M | 59k | 471.93 |
| 2021-09-30 | $27M | 63k | 424.89 |
| 2021-06-30 | $24M | 59k | 410.44 |
| 2021-03-31 | $19M | 54k | 352.87 |
| 2020-12-31 | $8.1M | 25k | 328.72 |
| 2020-09-30 | $6.5M | 18k | 360.57 |
| 2020-06-30 | $4.5M | 14k | 329.47 |
| 2020-03-31 | $1.2M | 5.1k | 245.14 |
| 2019-12-31 | $778k | 2.8k | 273.08 |
| 2019-09-30 | $283k | 1.2k | 244.81 |
| 2019-06-30 | $243k | 1.1k | 227.74 |