S&p Global shares owned by SFMG Wealth Advisors
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by SFMG Wealth Advisors
from 13F filings
Historical chart of SFMG Wealth Advisors investment in S&p Global
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Quarterly reported holdings in S&p Global by SFMG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $256k | 504 | 507.99 |
| 2024-12-31 | $271k | 545 | 497.90 |
| 2024-09-30 | $270k | 522 | 516.41 |
| 2024-06-30 | $226k | 507 | 446.04 |
| 2024-03-31 | $216k | 508 | 425.10 |
| 2023-12-31 | $226k | 514 | 440.14 |
| 2023-09-30 | $210k | 575 | 365.72 |
| 2023-06-30 | $272k | 679 | 401.13 |