S&p Global shares owned by LWM Advisory Services
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by LWM Advisory Services
from 13F filings
Historical chart of LWM Advisory Services investment in S&p Global
Tip: Access up to 7 years of quarterly data
All positions including S&p Global held by LWM Advisory Services 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 LWM Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $526k | 1.0k | 516.62 |
| 2024-06-30 | $779k | 2.9k | 270.28 |
| 2024-03-31 | $495k | 1.2k | 425.45 |
| 2023-12-31 | $517k | 1.2k | 440.52 |
| 2023-09-30 | $434k | 1.2k | 365.61 |
| 2023-06-30 | $475k | 1.2k | 399.71 |
| 2023-03-31 | $412k | 1.2k | 345.03 |
| 2022-12-31 | $481k | 1.4k | 339.38 |
| 2022-09-30 | $715k | 2.3k | 308.99 |
| 2022-06-30 | $334k | 988 | 338.06 |
| 2022-03-31 | $926k | 2.3k | 410.28 |
| 2021-12-31 | $837k | 1.8k | 471.82 |