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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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All positions including S&p Global held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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
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