S&p Global shares owned by MGB Wealth Management
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by MGB Wealth Management
from 13F filings
Historical chart of MGB Wealth Management investment in S&p Global
Tip: Access up to 7 years of quarterly data
All positions including S&p Global held by MGB Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in S&p Global by MGB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $404k | 772 | 522.67 |
| 2025-09-30 | $376k | 771 | 487.23 |
| 2025-06-30 | $354k | 671 | 527.06 |
| 2025-03-31 | $366k | 721 | 508.05 |
| 2024-12-31 | $250k | 501 | 498.30 |
| 2024-09-30 | $239k | 463 | 516.86 |
| 2024-06-30 | $221k | 463 | 477.05 |