S&p Global shares owned by Creative Planning
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in S&p Global
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Quarterly reported holdings in S&p Global by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $27M | 52k | 516.62 |
| 2024-06-30 | $20M | 46k | 446.00 |
| 2024-03-31 | $18M | 43k | 425.45 |
| 2023-12-31 | $18M | 41k | 440.52 |
| 2023-09-30 | $14M | 38k | 365.41 |
| 2023-06-30 | $15M | 36k | 400.89 |
| 2023-03-31 | $10M | 30k | 344.77 |
| 2022-12-31 | $11M | 32k | 334.94 |
| 2022-09-30 | $8.9M | 29k | 305.34 |
| 2022-06-30 | $8.6M | 26k | 337.08 |
| 2022-03-31 | $10M | 25k | 410.17 |
| 2021-12-31 | $10M | 22k | 471.90 |
| 2021-09-30 | $9.1M | 22k | 424.88 |
| 2021-06-30 | $8.7M | 21k | 410.45 |
| 2021-03-31 | $7.7M | 22k | 352.85 |
| 2020-12-31 | $8.9M | 27k | 328.72 |
| 2020-09-30 | $9.4M | 26k | 360.60 |
| 2020-06-30 | $8.1M | 25k | 329.49 |
| 2020-03-31 | $6.0M | 24k | 245.04 |
| 2019-12-31 | $8.4M | 31k | 273.04 |
| 2019-09-30 | $7.1M | 29k | 244.99 |
| 2019-06-30 | $7.2M | 32k | 227.78 |
| 2019-03-31 | $170k | 32k | 5.33 |
| 2018-12-31 | $777k | 32k | 24.33 |
| 2018-09-30 | $441k | 36k | 12.33 |
| 2018-06-30 | $6.3M | 31k | 203.90 |
| 2018-03-31 | $4.2M | 22k | 191.05 |
| 2017-12-31 | $2.9M | 17k | 169.42 |
| 2017-09-30 | $2.7M | 17k | 156.28 |
| 2017-06-30 | $2.5M | 17k | 146.00 |
| 2017-03-31 | $2.2M | 17k | 130.72 |
| 2016-12-31 | $1.6M | 15k | 107.56 |
| 2016-09-30 | $2.1M | 17k | 126.54 |
| 2016-06-30 | $1.8M | 17k | 107.23 |