S&p Global shares owned by Principle Wealth Partners
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Principle Wealth Partners
from 13F filings
Historical chart of Principle Wealth Partners investment in S&p Global
Tip: Access up to 7 years of quarterly data
All positions including S&p Global held by Principle Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in S&p Global by Principle Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $626k | 1.3k | 486.85 |
| 2025-06-30 | $684k | 1.3k | 527.40 |
| 2024-12-31 | $616k | 1.2k | 498.08 |
| 2024-09-30 | $639k | 1.2k | 516.66 |
| 2024-06-30 | $552k | 1.2k | 446.03 |
| 2024-03-31 | $506k | 1.2k | 425.47 |
| 2023-12-31 | $413k | 938 | 440.54 |
| 2023-09-30 | $426k | 1.2k | 365.42 |
| 2023-06-30 | $465k | 1.2k | 400.99 |
| 2023-03-31 | $396k | 1.1k | 344.77 |
| 2022-12-31 | $397k | 1.2k | 334.94 |
| 2022-09-30 | $438k | 1.4k | 305.65 |
| 2022-06-30 | $483k | 1.4k | 337.06 |
| 2022-03-31 | $588k | 1.4k | 410.33 |
| 2021-12-31 | $619k | 1.3k | 472.16 |
| 2021-09-30 | $625k | 1.5k | 424.88 |
| 2021-06-30 | $604k | 1.5k | 410.61 |
| 2021-03-31 | $523k | 1.5k | 352.90 |
| 2020-12-31 | $502k | 1.5k | 328.75 |
| 2020-09-30 | $316k | 877 | 360.32 |
| 2020-06-30 | $295k | 896 | 329.24 |
| 2020-03-31 | $220k | 896 | 245.54 |
| 2019-12-31 | $256k | 938 | 272.92 |
| 2019-09-30 | $237k | 969 | 244.58 |
| 2019-06-30 | $221k | 969 | 228.07 |