S&p Global shares owned by Center for Financial Planning
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Center for Financial Planning
from 13F filings
Historical chart of Center for Financial Planning investment in S&p Global
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Quarterly reported holdings in S&p Global by Center for Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $476k | 978 | 486.71 |
| 2025-06-30 | $1.3M | 2.4k | 527.29 |
| 2025-03-31 | $1.2M | 2.4k | 508.10 |
| 2024-12-31 | $1.2M | 2.4k | 498.03 |
| 2024-09-30 | $1.1M | 2.1k | 516.62 |
| 2024-06-30 | $940k | 2.1k | 446.00 |
| 2024-03-31 | $897k | 2.1k | 425.45 |
| 2023-12-31 | $880k | 2.0k | 440.52 |
| 2023-09-30 | $730k | 2.0k | 365.41 |
| 2023-06-30 | $803k | 2.0k | 400.89 |
| 2023-03-31 | $691k | 2.0k | 344.77 |
| 2022-12-31 | $723k | 2.2k | 334.94 |
| 2022-09-30 | $662k | 2.2k | 305.21 |
| 2022-06-30 | $732k | 2.2k | 337.17 |
| 2022-03-31 | $885k | 2.2k | 410.10 |
| 2021-12-31 | $708k | 1.5k | 472.00 |
| 2021-09-30 | $17k | 41 | 414.63 |
| 2021-06-30 | $639k | 1.6k | 410.14 |
| 2021-03-31 | $550k | 1.6k | 353.02 |
| 2020-12-31 | $549k | 1.7k | 328.55 |
| 2020-09-30 | $603k | 1.7k | 360.86 |
| 2020-06-30 | $570k | 1.7k | 329.67 |
| 2020-03-31 | $426k | 1.7k | 244.97 |
| 2019-12-31 | $472k | 1.7k | 272.99 |
More positions owned by Center for Financial Planning
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