S&p Global shares owned by Portside Wealth Group
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Portside Wealth Group
from 13F filings
Historical chart of Portside Wealth Group investment in S&p Global
Tip: Access up to 7 years of quarterly data
All positions including S&p Global held by Portside Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in S&p Global by Portside Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $510k | 1.0k | 486.71 |
| 2025-06-30 | $561k | 1.1k | 527.29 |
| 2025-03-31 | $473k | 931 | 508.11 |
| 2024-12-31 | $430k | 863 | 498.03 |
| 2024-09-30 | $441k | 853 | 516.62 |
| 2024-06-30 | $350k | 785 | 446.00 |
| 2024-03-31 | $368k | 864 | 425.45 |
| 2023-12-31 | $358k | 812 | 440.52 |
| 2023-09-30 | $295k | 803 | 367.37 |
| 2023-06-30 | $289k | 722 | 400.89 |