S&p Global shares owned by Family Wealth Group
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Family Wealth Group
from 13F filings
Historical chart of Family Wealth Group investment in S&p Global
Tip: Access up to 7 years of quarterly data
All positions including S&p Global held by Family Wealth Group 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 Family Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $212k | 435 | 487.11 |
| 2025-06-30 | $291k | 552 | 527.62 |
| 2024-12-31 | $308k | 618 | 497.77 |
| 2024-09-30 | $323k | 625 | 516.33 |
| 2024-06-30 | $291k | 652 | 445.73 |
| 2024-03-31 | $315k | 741 | 425.20 |
| 2023-12-31 | $340k | 773 | 440.25 |