S&p Global shares owned by Phillips Wealth Planners
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Phillips Wealth Planners
from 13F filings
Historical chart of Phillips Wealth Planners investment in S&p Global
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Quarterly reported holdings in S&p Global by Phillips Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $338k | 707 | 478.35 |
| 2025-06-30 | $350k | 665 | 526.39 |
| 2025-03-31 | $304k | 653 | 465.14 |
| 2024-12-31 | $293k | 606 | 482.72 |
| 2024-09-30 | $312k | 589 | 529.00 |
| 2024-06-30 | $246k | 528 | 466.00 |
| 2024-03-31 | $207k | 506 | 408.56 |
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