Mount Yale Investment Advisors »

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

Tip: Access up to 7 years of quarterly data

All positions including S&p Global held by Mount Yale Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in S&p Global by Mount Yale Investment Advisors

Quarter filed Position value Share count Share price at filing
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