S&p Global shares owned by Aviso Wealth Management
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Aviso Wealth Management
from 13F filings
Historical chart of Aviso Wealth Management investment in S&p Global
Tip: Access up to 7 years of quarterly data
All positions including S&p Global held by Aviso Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in S&p Global by Aviso Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $297k | 568 | 522.76 |
| 2025-09-30 | $262k | 537 | 486.88 |
| 2025-06-30 | $285k | 541 | 527.47 |
| 2025-03-31 | $261k | 513 | 508.29 |
| 2024-12-31 | $262k | 525 | 498.21 |
| 2024-09-30 | $270k | 523 | 516.81 |
| 2024-06-30 | $246k | 551 | 446.15 |