S&p Global shares owned by Independent Advisor Alliance
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Independent Advisor Alliance
from 13F filings
Historical chart of Independent Advisor Alliance investment in S&p Global
Tip: Access up to 7 years of quarterly data
All positions including S&p Global held by Independent Advisor Alliance 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 Independent Advisor Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $4.7M | 10k | 445.98 |
| 2024-03-31 | $4.6M | 11k | 425.43 |
| 2023-12-31 | $5.4M | 12k | 440.51 |
| 2023-09-30 | $4.4M | 12k | 365.39 |
| 2023-06-30 | $4.8M | 12k | 400.88 |
| 2023-03-31 | $3.9M | 11k | 344.77 |
| 2022-12-31 | $3.8k | 11k | 0.33 |
| 2022-09-30 | $4.0M | 13k | 305.30 |
| 2022-06-30 | $4.2M | 13k | 337.08 |
| 2022-03-31 | $5.1M | 13k | 410.20 |
| 2021-12-31 | $3.0M | 6.3k | 471.92 |
| 2021-09-30 | $2.1M | 5.0k | 424.89 |
| 2021-06-30 | $2.0M | 4.9k | 410.48 |
| 2021-03-31 | $1.6M | 4.5k | 352.86 |
| 2020-12-31 | $1.3M | 4.1k | 328.75 |
| 2020-09-30 | $6.2M | 17k | 360.60 |
| 2020-06-30 | $568k | 1.7k | 329.28 |
| 2020-03-31 | $422k | 1.7k | 245.06 |
| 2019-12-31 | $688k | 2.5k | 272.91 |
| 2019-09-30 | $637k | 2.6k | 244.91 |
| 2019-06-30 | $625k | 2.7k | 227.94 |
| 2019-03-31 | $574k | 2.7k | 210.41 |
| 2018-12-31 | $464k | 2.7k | 169.84 |
| 2018-09-30 | $211k | 1.1k | 199.81 |
More positions owned by Independent Advisor Alliance
Home Depot (HD)
View all positions for Independent Advisor Alliance