S&p Global shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in S&p Global
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Quarterly reported holdings in S&p Global by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $999k | 2.1k | 486.81 |
| 2025-06-30 | $1.6M | 3.0k | 527.29 |
| 2025-03-31 | $1.6M | 3.1k | 508.02 |
| 2024-12-31 | $1.8M | 3.5k | 498.10 |
| 2024-09-30 | $1.9M | 3.7k | 516.64 |
| 2024-06-30 | $1.7M | 3.9k | 446.01 |
| 2024-03-31 | $1.7M | 4.0k | 425.44 |
| 2023-09-30 | $1.5M | 4.2k | 365.45 |
| 2023-06-30 | $1.7M | 4.2k | 400.93 |
| 2023-03-31 | $1.7M | 4.9k | 344.80 |
| 2022-12-31 | $1.9M | 5.7k | 334.96 |
| 2022-09-30 | $1.7M | 5.6k | 305.41 |
| 2022-06-30 | $2.0M | 6.0k | 337.02 |
| 2022-03-31 | $2.6M | 6.3k | 410.17 |
| 2021-12-31 | $3.0M | 6.4k | 471.90 |
| 2021-09-30 | $2.5M | 6.0k | 424.96 |
| 2021-06-30 | $2.7M | 6.5k | 410.47 |
| 2021-03-31 | $2.4M | 6.7k | 352.92 |
| 2020-12-31 | $2.3M | 7.0k | 328.71 |
| 2020-09-30 | $2.6M | 7.3k | 360.58 |
| 2020-06-30 | $2.5M | 7.7k | 329.50 |
| 2020-03-31 | $1.7M | 6.9k | 245.10 |
| 2019-12-31 | $2.1M | 7.0k | 293.67 |
| 2019-09-30 | $1.5M | 6.1k | 255.11 |
| 2019-06-30 | $1.9M | 7.4k | 248.66 |
| 2019-03-31 | $1.6M | 7.6k | 210.58 |
| 2018-12-31 | $1.5M | 7.5k | 194.08 |
| 2018-09-30 | $1.4M | 7.6k | 186.76 |
| 2018-06-30 | $106k | 520 | 203.85 |
| 2018-03-31 | $61k | 321 | 190.03 |
More positions owned by Mount Yale Investment Advisors
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