S&p Global shares owned by Cornerstone Wealth Advisors
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Cornerstone Wealth Advisors
from 13F filings
Historical chart of Cornerstone Wealth Advisors investment in S&p Global
Tip: Access up to 7 years of quarterly data
All positions including S&p Global held by Cornerstone Wealth 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 Cornerstone Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $465k | 955 | 486.71 |
| 2025-06-30 | $504k | 955 | 527.29 |
| 2025-03-31 | $487k | 959 | 508.10 |
| 2024-12-31 | $476k | 955 | 498.03 |
| 2024-09-30 | $493k | 955 | 516.62 |
| 2024-06-30 | $426k | 955 | 446.00 |
| 2024-03-31 | $406k | 955 | 425.45 |
| 2023-12-31 | $421k | 955 | 440.52 |
| 2023-09-30 | $349k | 955 | 365.41 |
| 2023-06-30 | $383k | 955 | 400.89 |
| 2023-03-31 | $329k | 955 | 344.77 |
| 2022-12-31 | $320k | 955 | 334.94 |
| 2022-09-30 | $292k | 955 | 305.76 |
| 2022-06-30 | $329k | 975 | 337.44 |
| 2022-03-31 | $400k | 975 | 410.26 |
| 2021-12-31 | $460k | 975 | 471.79 |
| 2021-09-30 | $414k | 975 | 424.62 |
| 2021-06-30 | $394k | 955 | 412.57 |
More positions owned by Cornerstone Wealth Advisors
View all positions for Cornerstone Wealth Advisors