S&p Global shares owned by Capital Planning Advisors
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Capital Planning Advisors
from 13F filings
Historical chart of Capital Planning Advisors investment in S&p Global
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Quarterly reported holdings in S&p Global by Capital Planning Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $351k | 671 | 522.59 |
| 2025-09-30 | $316k | 649 | 486.71 |
| 2025-06-30 | $354k | 671 | 527.29 |
| 2025-03-31 | $341k | 672 | 508.10 |
| 2024-12-31 | $334k | 670 | 498.03 |
| 2024-09-30 | $347k | 671 | 516.62 |
| 2024-06-30 | $297k | 666 | 446.00 |
| 2024-03-31 | $304k | 714 | 425.45 |
| 2023-12-31 | $324k | 736 | 440.52 |
| 2023-09-30 | $263k | 719 | 365.41 |
| 2023-06-30 | $384k | 958 | 400.89 |