S&p Global shares owned by HB Wealth Management
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by HB Wealth Management
from 13F filings
Historical chart of HB Wealth Management investment in S&p Global
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Quarterly reported holdings in S&p Global by HB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.3M | 19k | 486.72 |
| 2025-06-30 | $10M | 19k | 527.29 |
| 2025-03-31 | $10M | 20k | 508.12 |
| 2024-12-31 | $3.8M | 7.5k | 498.04 |
| 2024-09-30 | $3.2M | 6.2k | 516.69 |
| 2024-06-30 | $2.4M | 5.5k | 446.00 |
| 2024-03-31 | $1.9M | 4.4k | 425.45 |
| 2023-12-31 | $1.9M | 4.3k | 440.52 |
| 2023-09-30 | $1.5M | 4.2k | 365.41 |
| 2023-06-30 | $1.3M | 3.2k | 400.89 |
| 2023-03-31 | $970k | 2.8k | 344.77 |
| 2022-12-31 | $1.1M | 3.2k | 334.94 |
| 2022-09-30 | $967k | 3.2k | 305.34 |
| 2022-06-30 | $941k | 2.8k | 337.16 |
| 2022-03-31 | $879k | 2.1k | 410.17 |
| 2021-12-31 | $909k | 1.9k | 471.72 |
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