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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

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Quarterly reported holdings in S&p Global by Principle Wealth Partners

Quarter filed Position value Share count Share price at filing
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