S&p Global shares owned by Polaris Wealth Advisers
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Polaris Wealth Advisers
from 13F filings
Historical chart of Polaris Wealth Advisers investment in S&p Global
Tip: Access up to 7 years of quarterly data
All positions including S&p Global held by Polaris Wealth Advisers consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in S&p Global by Polaris Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $1.5M | 4.2k | 365.41 |
| 2023-03-31 | $1.5M | 4.3k | 344.77 |
| 2022-12-31 | $1.6M | 4.3k | 364.05 |
| 2022-09-30 | $1.3M | 4.3k | 298.62 |
| 2022-06-30 | $1.4M | 4.3k | 337.15 |
| 2022-03-31 | $1.8M | 4.3k | 414.90 |
| 2021-12-31 | $2.1M | 4.3k | 471.92 |
| 2021-09-30 | $1.9M | 4.3k | 432.78 |
| 2021-06-30 | $33M | 80k | 412.20 |
| 2021-03-31 | $9.9M | 27k | 369.11 |
| 2020-12-31 | $1.4M | 4.3k | 326.87 |
| 2020-09-30 | $1.6M | 4.3k | 364.93 |
| 2020-06-30 | $1.5M | 4.6k | 334.42 |
| 2020-03-31 | $1.1M | 4.6k | 244.95 |
| 2019-12-31 | $1.4M | 4.6k | 298.13 |
| 2019-09-30 | $1.1M | 4.6k | 236.53 |
| 2019-06-30 | $1.1M | 4.6k | 232.32 |
| 2019-03-31 | $1.2M | 5.6k | 212.86 |
| 2018-12-31 | $1.0M | 6.1k | 169.88 |
| 2018-09-30 | $20M | 105k | 195.39 |
| 2018-06-30 | $22M | 114k | 191.06 |
| 2018-03-31 | $23M | 118k | 191.06 |
| 2017-12-31 | $19M | 113k | 169.40 |
| 2017-09-30 | $17M | 110k | 156.31 |
| 2017-06-30 | $16M | 112k | 145.99 |
| 2017-03-31 | $15M | 111k | 130.74 |
| 2016-12-31 | $12M | 107k | 107.54 |
| 2016-09-30 | $14M | 108k | 126.56 |