S&p Global shares owned by Ropes Wealth Advisors
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Ropes Wealth Advisors
from 13F filings
Historical chart of Ropes Wealth Advisors investment in S&p Global
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Quarterly reported holdings in S&p Global by Ropes Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $979k | 2.7k | 365.40 |
| 2023-06-30 | $1.1M | 2.7k | 400.88 |
| 2023-03-31 | $797k | 2.3k | 344.76 |
| 2022-12-31 | $892k | 2.7k | 334.93 |
| 2022-09-30 | $793k | 2.6k | 305.23 |
| 2022-06-30 | $847k | 2.5k | 337.05 |
| 2022-03-31 | $1.0M | 2.5k | 409.98 |
| 2021-12-31 | $908k | 1.9k | 471.93 |
| 2020-12-31 | $3.0k | 10 | 300.00 |
| 2019-06-30 | $50k | 221 | 226.24 |
| 2017-09-30 | $12k | 75 | 160.00 |
| 2017-06-30 | $11k | 75 | 146.67 |
| 2016-06-30 | $3.0k | 32 | 93.75 |