S&p Global shares owned by Monterey Private Wealth
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Monterey Private Wealth
from 13F filings
Historical chart of Monterey Private Wealth investment in S&p Global
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Quarterly reported holdings in S&p Global by Monterey Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $1.1M | 2.2k | 508.18 |
| 2024-12-31 | $1.1M | 2.2k | 497.94 |
| 2024-09-30 | $1.1M | 2.2k | 516.70 |
| 2024-06-30 | $966k | 2.2k | 446.01 |
| 2024-03-31 | $872k | 2.0k | 425.52 |
| 2023-12-31 | $900k | 2.0k | 440.43 |
| 2023-09-30 | $710k | 1.9k | 365.38 |
| 2023-06-30 | $777k | 1.9k | 400.83 |
| 2023-03-31 | $667k | 1.9k | 344.70 |
| 2022-12-31 | $646k | 1.9k | 334.89 |
| 2022-09-30 | $627k | 2.0k | 310.55 |
| 2022-06-30 | $679k | 2.0k | 336.97 |
| 2022-03-31 | $830k | 2.0k | 418.98 |
| 2021-12-31 | $933k | 2.0k | 471.93 |
| 2021-09-30 | $839k | 2.0k | 424.81 |
| 2021-06-30 | $817k | 2.0k | 410.55 |
| 2021-03-31 | $677k | 1.8k | 383.79 |
| 2020-12-31 | $579k | 1.8k | 328.98 |
| 2020-09-30 | $633k | 1.8k | 360.27 |
| 2020-06-30 | $578k | 1.8k | 329.72 |
| 2020-03-31 | $429k | 1.7k | 245.28 |
| 2019-12-31 | $492k | 1.8k | 273.33 |