S&p Global shares owned by Mattern Wealth Management
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Mattern Wealth Management
from 13F filings
Historical chart of Mattern Wealth Management investment in S&p Global
Tip: Access up to 7 years of quarterly data
All positions including S&p Global held by Mattern Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in S&p Global by Mattern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $316k | 649 | 487.00 |
| 2025-06-30 | $372k | 705 | 526.96 |
| 2025-03-31 | $382k | 752 | 507.86 |
| 2024-12-31 | $634k | 1.3k | 497.99 |
| 2024-09-30 | $735k | 1.4k | 516.63 |
| 2024-06-30 | $1.6M | 3.6k | 446.05 |
| 2024-03-31 | $1.6M | 3.9k | 425.42 |
| 2023-12-31 | $1.5M | 3.5k | 440.47 |