S&p Global shares owned by Icon Wealth Advisors
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Icon Wealth Advisors
from 13F filings
Historical chart of Icon Wealth Advisors investment in S&p Global
Tip: Access up to 7 years of quarterly data
All positions including S&p Global held by Icon Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in S&p Global by Icon Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 4.6k | 486.73 |
| 2025-06-30 | $2.4M | 4.6k | 527.31 |
| 2025-03-31 | $1.2M | 2.3k | 508.03 |
| 2024-12-31 | $1.1M | 2.2k | 497.96 |
| 2024-09-30 | $1.8M | 3.5k | 516.62 |
| 2024-03-31 | $700k | 1.6k | 425.46 |
| 2023-12-31 | $140k | 317 | 440.56 |
| 2022-12-31 | $520k | 1.6k | 334.95 |
| 2022-09-30 | $469k | 1.5k | 305.54 |