S&p Global shares owned by Peterson Wealth Services
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Peterson Wealth Services
from 13F filings
Historical chart of Peterson Wealth Services investment in S&p Global
Tip: Access up to 7 years of quarterly data
All positions including S&p Global held by Peterson Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in S&p Global by Peterson Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $370k | 2.2k | 169.83 |
| 2025-06-30 | $391k | 741 | 527.32 |
| 2025-03-31 | $376k | 739 | 508.14 |
| 2024-12-31 | $367k | 736 | 498.03 |
| 2024-09-30 | $346k | 669 | 516.66 |
| 2024-06-30 | $266k | 596 | 446.12 |
| 2024-03-31 | $250k | 588 | 425.52 |
| 2023-12-31 | $254k | 577 | 440.55 |
| 2022-03-31 | $240k | 586 | 409.56 |