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
Tip: Access up to 7 years of quarterly data
All positions including S&p Global held by Capital Planning Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in S&p Global by Capital Planning Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |