S&p Global shares owned by Private Wealth Management Group
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Private Wealth Management Group
from 13F filings
Historical chart of Private Wealth Management Group investment in S&p Global
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Quarterly reported holdings in S&p Global by Private Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $53k | 125 | 425.34 |
| 2025-12-31 | $31k | 59 | 522.59 |
| 2025-09-30 | $29k | 59 | 486.71 |
| 2025-06-30 | $31k | 59 | 527.31 |
| 2025-03-31 | $30k | 59 | 508.10 |
| 2024-12-31 | $29k | 59 | 498.03 |
| 2024-09-30 | $31k | 59 | 516.63 |
| 2024-03-31 | $25k | 58 | 425.47 |
| 2023-12-31 | $26k | 58 | 440.53 |
More positions owned by Private Wealth Management Group
View all positions for Private Wealth Management Group