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S&p Global shares owned by Brendel Financial Advisors

Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Brendel Financial Advisors from 13F filings

Historical chart of Brendel Financial Advisors investment in S&p Global

Tip: Access up to 7 years of quarterly data

All positions including S&p Global held by Brendel Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in S&p Global by Brendel Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $328k 772 424.87
2023-12-31 $3.8M 8.6k 440.47
2023-09-30 $3.2M 8.9k 365.36
2023-06-30 $2.4M 6.0k 400.87
2023-03-31 $236k 685 344.53
2022-12-31 $3.5M 10k 334.94
2022-09-30 $208k 680 305.88
2022-06-30 $230k 683 336.75
2022-03-31 $2.3M 5.6k 410.10
2021-12-31 $4.9M 10k 471.92
2021-09-30 $4.4M 10k 424.86
2021-06-30 $4.2M 10k 410.45
2021-03-31 $3.5M 10k 352.82
2020-12-31 $231k 704 328.13
2020-09-30 $250k 692 361.27
2020-06-30 $1.1M 3.2k 329.49
2020-03-31 $786k 3.2k 245.01
2019-12-31 $899k 3.3k 273.00
2019-09-30 $630k 2.6k 244.85
2019-06-30 $332k 1.5k 228.02