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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

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Quarterly 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