S&p Global shares owned by San Luis Wealth Advisors
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by San Luis Wealth Advisors
from 13F filings
Historical chart of San Luis Wealth Advisors investment in S&p Global
Tip: Access up to 7 years of quarterly data
All positions including S&p Global held by San Luis Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in S&p Global by San Luis Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $229k | 470 | 486.43 |
| 2025-06-30 | $229k | 434 | 527.65 |
| 2025-03-31 | $221k | 434 | 509.22 |
| 2024-12-31 | $218k | 438 | 497.72 |
| 2024-09-30 | $226k | 437 | 517.16 |
| 2022-03-31 | $8.0k | 16 | 500.00 |