S&p Global shares owned by Blue Zone Wealth Advisors
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Blue Zone Wealth Advisors
from 13F filings
Historical chart of Blue Zone Wealth Advisors investment in S&p Global
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Quarterly reported holdings in S&p Global by Blue Zone Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.3M | 13k | 486.71 |
| 2025-06-30 | $6.6M | 13k | 527.29 |
| 2025-03-31 | $6.2M | 12k | 508.10 |
| 2024-12-31 | $5.6M | 11k | 498.03 |
| 2024-09-30 | $5.7M | 11k | 516.62 |
| 2024-06-30 | $4.8M | 11k | 446.00 |
| 2024-03-31 | $4.6M | 11k | 425.45 |
| 2023-12-31 | $4.7M | 11k | 440.52 |
| 2023-09-30 | $3.7M | 10k | 365.41 |