Aviso Wealth Management »

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly 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